Live Oak Private Wealth
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Live Oak Private Wealth’s Lam Research LRCX Stock Holding History

Live Oak Private 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 		$422K Buy
1,285
+35
+3% +$10.9K 0.05% 156
2026
Q2 		$542K Sell
1,250
-85
-6% -$25.8K 0.07% 141
2026
Q1 		$285K Buy
1,335
+28
+2% +$6.26K 0.04% 173
2025
Q4 		$224K Buy
+1,307
New +$203K 0.03% 185

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Live Oak Private Wealth's LRCX Position: Q3 2026 in Review

Live Oak Private Wealth increased its Lam Research (LRCX) stake by 2.8% in Q3 2026, buying an estimated $10.9K and bringing the position to 1,285 shares worth $422K. The position accounts for 0.05% of the portfolio, ranked #156.

Live Oak Private Wealth first reported a position in LRCX in Q4 2025 and has held it in 4 quarters since. The position peaked at $542K in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Live Oak Private Wealth held 1,285 shares of Lam Research worth $422K as of Q3 2026.
  • Live Oak Private Wealth bought 35 Lam Research shares in Q3 2026, an estimated $10.9K.
  • Lam Research made up 0.05% of Live Oak Private Wealth's portfolio in Q3 2026, its #156 holding.
  • Live Oak Private Wealth first reported a position in Lam Research in Q4 2025 and has held it in 4 quarters since.
  • Live Oak Private Wealth's Lam Research position peaked at $542K in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.