Forteris Wealth Management’s Lam Research LRCX Stock Holding History

Forteris 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	–	Sell	-500	Closed	-$217K	–	72
2026 Q2	$217K	Buy	+500	New	+$152K	0.18%	69

Other funds holding LRCX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

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

Forteris Wealth Management sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 500 shares — an estimated $217K sold.

Forteris Wealth Management first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $217K in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Forteris Wealth Management reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
Forteris Wealth Management sold 500 Lam Research shares in Q3 2026, an estimated $217K.
Forteris Wealth Management first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
Forteris Wealth Management's Lam Research position peaked at $217K in Q2 2026.
2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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