Legacy Private Trust’s Lam Research LRCX Stock Holding History

Legacy Private Trust’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	$2.17M	Buy	6,617 +1,020	+18%	+$318K	0.12%	121
2026 Q2	$2.43M	Buy	5,597 +4,648	+490%	+$1.41M	0.13%	114
2026 Q1	$203K	Buy	+949	New	+$212K	0.01%	257
2018 Q4	–	Sell	-13,370	Closed	-$203K	–	230
2018 Q3	$203K	Sell	13,370 -12,530	-48%	-$214K	0.02%	225
2018 Q2	$448K	Hold	25,900	–	–	0.05%	175
2018 Q1	$526K	Sell	25,900 -13,000	-33%	-$257K	0.06%	175
2017 Q4	$716K	Hold	38,900	–	–	0.08%	153
2017 Q3	$720K	Sell	38,900 -10,000	-20%	-$162K	0.09%	158
2017 Q2	$692K	Hold	48,900	–	–	0.09%	159
2017 Q1	$628K	Hold	48,900	–	–	0.08%	168
2016 Q4	$517K	Buy	48,900 +900	+2%	+$9.14K	0.07%	178
2016 Q3	$455K	Hold	48,000	–	–	0.06%	179
2016 Q2	$403K	Buy	48,000 +6,500	+16%	+$52.2K	0.06%	182
2016 Q1	$343K	Hold	41,500	–	–	0.05%	192
2015 Q4	$330K	Hold	41,500	–	–	0.05%	201
2015 Q3	$271K	Hold	41,500	–	–	0.04%	209
2015 Q2	$338K	Hold	41,500	–	–	0.05%	209
2015 Q1	$291K	Hold	41,500	–	–	0.04%	213
2014 Q4	$329K	Hold	41,500	–	–	0.05%	212
2014 Q3	$310K	Buy	+41,500	New	+$296K	0.05%	213

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Legacy Private Trust's LRCX Position: Q3 2026 in Review

Legacy Private Trust increased its Lam Research (LRCX) stake by 18% in Q3 2026, buying an estimated $318K and bringing the position to 6,617 shares worth $2.17M. The position accounts for 0.12% of the portfolio, ranked #121.

Legacy Private Trust first reported a position in LRCX in Q3 2014 and has held it in 20 quarters since. The position peaked at $2.43M in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Legacy Private Trust held 6,617 shares of Lam Research worth $2.17M as of Q3 2026.
Legacy Private Trust bought 1,020 Lam Research shares in Q3 2026, an estimated $318K.
Lam Research made up 0.12% of Legacy Private Trust's portfolio in Q3 2026, its #121 holding.
Legacy Private Trust first reported a position in Lam Research in Q3 2014 and has held it in 20 quarters since.
Legacy Private Trust's Lam Research position peaked at $2.43M in Q2 2026.
1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.