Icon Wealth Advisors
LRCX icon

Icon Wealth Advisors’s Lam Research LRCX Stock Holding History

Icon Wealth Advisors’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 		$5.62M Buy
17,101
+51
+0.3% +$15.9K 0.33% 52
2026
Q2 		$7.39M Buy
17,050
+139
+0.8% +$42.2K 0.44% 47
2026
Q1 		$4.21M Sell
16,911
-638
-4% -$143K 0.27% 60
2025
Q4 		$3M Sell
17,549
-2,779
-14% -$432K 0.2% 78
2025
Q3 		$2.72M Sell
20,328
-2,877
-12% -$305K 0.18% 85
2025
Q2 		$2.26M Buy
23,205
+751
+3% +$59.6K 0.16% 101
2025
Q1 		$1.63M Sell
22,454
-1,120
-5% -$88.2K 0.13% 118
2024
Q4 		$1.7M Buy
23,574
+1,404
+6% +$106K 0.14% 109
2024
Q3 		$1.81M Buy
22,170
+2,200
+11% +$191K 0.15% 98
2024
Q2 		$1.84M Buy
19,970
+3,960
+25% +$380K 0.16% 96
2024
Q1 		$1.56M Buy
16,010
+3,890
+32% +$342K 0.14% 113
2023
Q4 		$949K Buy
+12,120
New +$826K 0.1% 131
2022
Q4 		– Sell
-2,740
Closed -$100K – 382
2022
Q3 		$100K Buy
+2,740
New +$122K 0.01% 398

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Icon Wealth Advisors's LRCX Position: Q3 2026 in Review

Icon Wealth Advisors increased its Lam Research (LRCX) stake by 0.3% in Q3 2026, buying an estimated $15.9K and bringing the position to 17,101 shares worth $5.62M. The position accounts for 0.33% of the portfolio, ranked #52.

Icon Wealth Advisors first reported a position in LRCX in Q3 2022 and has held it in 13 quarters since. The position peaked at $7.39M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Icon Wealth Advisors held 17,101 shares of Lam Research worth $5.62M as of Q3 2026.
  • Icon Wealth Advisors bought 51 Lam Research shares in Q3 2026, an estimated $15.9K.
  • Lam Research made up 0.33% of Icon Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • Icon Wealth Advisors first reported a position in Lam Research in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Lam Research position peaked at $7.39M in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.