Focused Wealth Management’s Lam Research LRCX Stock Holding History

Focused Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$225K	Buy	685 +142	+26%	+$44.3K	0.02%	202
2026 Q2	$235K	Buy	+543	New	+$165K	0.02%	214
2024 Q1	–	Sell	-380	Closed	-$29.8K	–	621
2023 Q4	$29.8K	Hold	380	–	–	﹤0.01%	379
2023 Q3	$23.8K	Hold	380	–	–	﹤0.01%	400
2023 Q2	$24.4K	Hold	380	–	–	﹤0.01%	408
2023 Q1	$20.1K	Sell	380 -20	-5%	-$981	﹤0.01%	441
2022 Q4	$16.8K	Buy	400 +20	+5%	+$837	﹤0.01%	452
2022 Q3	$14K	Buy	380 +240	+171%	+$10.7K	﹤0.01%	448
2022 Q2	$6K	Hold	140	–	–	﹤0.01%	586
2022 Q1	$8K	Hold	140	–	–	﹤0.01%	586
2021 Q4	$10K	Sell	140 -610	-81%	-$38.2K	﹤0.01%	588
2021 Q3	$43K	Hold	750	–	–	0.01%	404
2021 Q2	$49K	Buy	+750	New	+$47.3K	0.01%	376
2018 Q3	–	Sell	-750	Closed	-$13K	–	690
2018 Q2	$13K	Sell	750 -6,860	-90%	-$132K	﹤0.01%	413
2018 Q1	$155K	Hold	7,610	–	–	0.05%	202
2017 Q4	$140K	Buy	+7,610	New	+$150K	0.04%	195
2017 Q3	–	Sell	-12,610	Closed	-$178K	–	699
2017 Q2	$178K	Hold	12,610	–	–	0.07%	148
2017 Q1	$162K	Sell	12,610 -17,000	-57%	-$200K	0.06%	166
2016 Q4	$313K	Hold	29,610	–	–	0.13%	97
2016 Q3	$280K	Hold	29,610	–	–	0.12%	103
2016 Q2	$249K	Buy	+29,610	New	+$238K	0.11%	113

Other funds holding LRCX

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Focused Wealth Management's LRCX Position: Q3 2026 in Review

Focused Wealth Management increased its Lam Research (LRCX) stake by 26% in Q3 2026, buying an estimated $44.3K and bringing the position to 685 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #202.

Focused Wealth Management first reported a position in LRCX in Q2 2016 and has held it in 21 quarters since. The position peaked at $313K in Q4 2016. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Focused Wealth Management held 685 shares of Lam Research worth $225K as of Q3 2026.
Focused Wealth Management bought 142 Lam Research shares in Q3 2026, an estimated $44.3K.
Lam Research made up 0.02% of Focused Wealth Management's portfolio in Q3 2026, its #202 holding.
Focused Wealth Management first reported a position in Lam Research in Q2 2016 and has held it in 21 quarters since.
Focused Wealth Management's Lam Research position peaked at $313K in Q4 2016.
1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.