IMG Wealth Management
LRCX icon

IMG Wealth Management’s Lam Research LRCX Stock Holding History

IMG 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 		$104K Buy
317
+27
+9% +$8.43K 0.05% 146
2026
Q2 		$126K Buy
290
+35
+14% +$10.6K 0.07% 144
2026
Q1 		$54.5K Sell
255
-135
-35% -$30.2K 0.03% 162
2025
Q4 		$66.8K Buy
390
+126
+48% +$19.6K 0.04% 149
2025
Q3 		$35.4K Hold
264
– – 0.02% 166
2025
Q2 		$25.7K Buy
+264
New +$20.9K 0.02% 187

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

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

IMG Wealth Management increased its Lam Research (LRCX) stake by 9.3% in Q3 2026, buying an estimated $8.43K and bringing the position to 317 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #146.

IMG Wealth Management first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. The position peaked at $126K in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • IMG Wealth Management held 317 shares of Lam Research worth $104K as of Q3 2026.
  • IMG Wealth Management bought 27 Lam Research shares in Q3 2026, an estimated $8.43K.
  • Lam Research made up 0.05% of IMG Wealth Management's portfolio in Q3 2026, its #146 holding.
  • IMG Wealth Management first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's Lam Research position peaked at $126K in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.