Instrumental Wealth
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Instrumental Wealth’s Lam Research LRCX Stock Holding History

Instrumental Wealth’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 		$239K Buy
728
+44
+6% +$13.7K 0.12% 76
2026
Q2 		$297K Buy
+684
New +$208K 0.15% 62

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Instrumental Wealth's LRCX Position: Q3 2026 in Review

Instrumental Wealth increased its Lam Research (LRCX) stake by 6.4% in Q3 2026, buying an estimated $13.7K and bringing the position to 728 shares worth $239K. The position accounts for 0.12% of the portfolio, ranked #76.

Instrumental Wealth first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $297K in Q2 2026. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Instrumental Wealth held 728 shares of Lam Research worth $239K as of Q3 2026.
  • Instrumental Wealth bought 44 Lam Research shares in Q3 2026, an estimated $13.7K.
  • Lam Research made up 0.12% of Instrumental Wealth's portfolio in Q3 2026, its #76 holding.
  • Instrumental Wealth first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's Lam Research position peaked at $297K in Q2 2026.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.