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Green Ridge Wealth Planning’s Lam Research LRCX Stock Holding History

Green Ridge Wealth Planning’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
-551
Closed -$239K – 94
2026
Q2 		$239K Buy
+551
New +$167K 0.1% 80

Other funds holding LRCX

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Green Ridge Wealth Planning's LRCX Position: Q3 2026 in Review

Green Ridge Wealth Planning sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 551 shares — an estimated $239K sold.

Green Ridge Wealth Planning first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $239K in Q2 2026. 98 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Green Ridge Wealth Planning reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 551 Lam Research shares in Q3 2026, an estimated $239K.
  • Green Ridge Wealth Planning first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
  • Green Ridge Wealth Planning's Lam Research position peaked at $239K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.