Gen-Wealth Partners
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Gen-Wealth Partners’s Lam Research LRCX Stock Holding History

Gen-Wealth Partners’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 		$1.25M Sell
3,799
-537
-12% -$168K 0.35% 61
2026
Q2 		$1.88M Buy
4,336
+469
+12% +$142K 0.52% 51
2026
Q1 		$826K Buy
3,867
+733
+23% +$164K 0.26% 80
2025
Q4 		$537K Buy
3,134
+2,249
+254% +$350K 0.17% 121
2025
Q3 		$119K Sell
885
-215
-20% -$22.8K 0.04% 297
2025
Q2 		$107K Hold
1,100
– – 0.04% 275
2025
Q1 		$80K Buy
1,100
+60
+6% +$4.72K 0.03% 298
2024
Q4 		$75.1K Hold
1,040
– – 0.03% 321
2024
Q3 		$79.5K Sell
1,040
-130
-11% -$11.3K 0.03% 317
2024
Q2 		$125K Sell
1,170
-1,380
-54% -$132K 0.06% 260
2024
Q1 		$248K Buy
+2,550
New +$224K 0.12% 181

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Gen-Wealth Partners's LRCX Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Lam Research (LRCX) stake by 12% in Q3 2026, selling an estimated $168K and leaving 3,799 shares worth $1.25M. The position accounts for 0.35% of the portfolio, ranked #61.

Gen-Wealth Partners first reported a position in LRCX in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Gen-Wealth Partners held 3,799 shares of Lam Research worth $1.25M as of Q3 2026.
  • Gen-Wealth Partners sold 537 Lam Research shares in Q3 2026, an estimated $168K.
  • Lam Research made up 0.35% of Gen-Wealth Partners's portfolio in Q3 2026, its #61 holding.
  • Gen-Wealth Partners first reported a position in Lam Research in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Lam Research position peaked at $1.88M in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.