Klingman & Associates
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Klingman & Associates’s Lam Research LRCX Stock Holding History

Klingman & Associates’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 		$1.18M Buy
3,596
+444
+14% +$139K 0.05% 132
2026
Q2 		$1.37M Buy
3,152
+253
+9% +$76.8K 0.06% 116
2026
Q1 		$619K Buy
2,899
+349
+14% +$78K 0.03% 175
2025
Q4 		$437K Buy
2,550
+183
+8% +$28.5K 0.02% 207
2025
Q3 		$317K Buy
2,367
+240
+11% +$25.4K 0.02% 244
2025
Q2 		$207K Buy
+2,127
New +$169K 0.01% 298

Other funds holding LRCX

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
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
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

Klingman & Associates's LRCX Position: Q3 2026 in Review

Klingman & Associates increased its Lam Research (LRCX) stake by 14% in Q3 2026, buying an estimated $139K and bringing the position to 3,596 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #132.

Klingman & Associates first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Klingman & Associates held 3,596 shares of Lam Research worth $1.18M as of Q3 2026.
  • Klingman & Associates bought 444 Lam Research shares in Q3 2026, an estimated $139K.
  • Lam Research made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #132 holding.
  • Klingman & Associates first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
  • Klingman & Associates's Lam Research position peaked at $1.37M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.