GeoWealth Management
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GeoWealth Management’s Lam Research LRCX Stock Holding History

GeoWealth 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 		$2.49M Sell
7,570
-4,232
-36% -$1.32M 0.08% 150
2026
Q2 		$5.11M Sell
11,802
-1,591
-12% -$483K 0.16% 79
2026
Q1 		$2.86M Buy
13,393
+4,569
+52% +$1.02M 0.1% 122
2025
Q4 		$1.51M Sell
8,824
-257
-3% -$40K 0.06% 202
2025
Q3 		$1.22M Buy
9,081
+869
+11% +$92K 0.04% 259
2025
Q2 		$799K Buy
8,212
+1,070
+15% +$84.9K 0.03% 303
2025
Q1 		$519K Buy
7,142
+719
+11% +$56.6K 0.02% 414
2024
Q4 		$464K Buy
+6,423
New +$487K 0.02% 487
2024
Q3 		– Sell
-6,960
Closed -$741K – 1713
2024
Q2 		$741K Sell
6,960
-3,600
-34% -$345K 0.03% 335
2024
Q1 		$1.03M Buy
10,560
+5,590
+112% +$492K 0.04% 289
2023
Q4 		$389K Buy
+4,970
New +$339K 0.03% 374
2023
Q1 		– Sell
-5,070
Closed -$213K – 415
2022
Q4 		$213K Sell
5,070
-5,030
-50% -$210K 0.02% 237
2022
Q3 		$368K Sell
10,100
-40
-0.4% -$1.78K 0.04% 186
2022
Q2 		$431K Sell
10,140
-10
-0.1% -$476 0.06% 169
2022
Q1 		$548K Buy
10,150
+470
+5% +$27.4K 0.05% 195
2021
Q4 		$697K Buy
9,680
+4,160
+75% +$261K 0.06% 174
2021
Q3 		$314K Buy
5,520
+4,170
+309% +$254K 0.03% 262
2021
Q2 		$88K Buy
+1,350
New +$85.2K 0.01% 210

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

GeoWealth Management's LRCX Position: Q3 2026 in Review

GeoWealth Management reduced its Lam Research (LRCX) stake by 36% in Q3 2026, selling an estimated $1.32M and leaving 7,570 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #150.

GeoWealth Management first reported a position in LRCX in Q2 2021 and has held it in 18 quarters since. The position peaked at $5.11M in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • GeoWealth Management held 7,570 shares of Lam Research worth $2.49M as of Q3 2026.
  • GeoWealth Management sold 4,232 Lam Research shares in Q3 2026, an estimated $1.32M.
  • Lam Research made up 0.08% of GeoWealth Management's portfolio in Q3 2026, its #150 holding.
  • GeoWealth Management first reported a position in Lam Research in Q2 2021 and has held it in 18 quarters since.
  • GeoWealth Management's Lam Research position peaked at $5.11M in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.