KFA Private Wealth Group
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KFA Private Wealth Group’s Lam Research LRCX Stock Holding History

KFA Private Wealth Group’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 		$369K Sell
1,122
-329
-23% -$103K 0.09% 103
2026
Q2 		$629K Sell
1,451
-138
-9% -$41.9K 0.15% 68
2026
Q1 		$340K Buy
1,589
+28
+2% +$6.26K 0.08% 120
2025
Q4 		$267K Sell
1,561
-5
-0.3% -$778 0.07% 129
2025
Q3 		$210K Buy
+1,566
New +$166K 0.06% 132

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KFA Private Wealth Group's LRCX Position: Q3 2026 in Review

KFA Private Wealth Group reduced its Lam Research (LRCX) stake by 23% in Q3 2026, selling an estimated $103K and leaving 1,122 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #103.

KFA Private Wealth Group first reported a position in LRCX in Q3 2025 and has held it in 5 quarters since. The position peaked at $629K in Q2 2026. 1,833 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • KFA Private Wealth Group held 1,122 shares of Lam Research worth $369K as of Q3 2026.
  • KFA Private Wealth Group sold 329 Lam Research shares in Q3 2026, an estimated $103K.
  • Lam Research made up 0.09% of KFA Private Wealth Group's portfolio in Q3 2026, its #103 holding.
  • KFA Private Wealth Group first reported a position in Lam Research in Q3 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Lam Research position peaked at $629K in Q2 2026.
  • 1,833 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.