LVW Advisors
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LVW Advisors’s Lam Research LRCX Stock Holding History

LVW Advisors’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 		$2.5M Sell
7,596
-840
-10% -$262K 0.21% 68
2026
Q2 		$3.66M Buy
8,436
+1,182
+16% +$359K 0.32% 45
2026
Q1 		$1.55M Buy
7,254
+3,360
+86% +$751K 0.15% 81
2025
Q4 		$667K Buy
3,894
+127
+3% +$19.8K 0.07% 145
2025
Q3 		$504K Buy
3,767
+1,245
+49% +$132K 0.05% 194
2025
Q2 		$245K Buy
+2,522
New +$200K 0.03% 293

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
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

LVW Advisors's LRCX Position: Q3 2026 in Review

LVW Advisors reduced its Lam Research (LRCX) stake by 10% in Q3 2026, selling an estimated $262K and leaving 7,596 shares worth $2.5M. The position accounts for 0.21% of the portfolio, ranked #68.

LVW Advisors first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.66M in Q2 2026. 1,179 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • LVW Advisors held 7,596 shares of Lam Research worth $2.5M as of Q3 2026.
  • LVW Advisors sold 840 Lam Research shares in Q3 2026, an estimated $262K.
  • Lam Research made up 0.21% of LVW Advisors's portfolio in Q3 2026, its #68 holding.
  • LVW Advisors first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
  • LVW Advisors's Lam Research position peaked at $3.66M in Q2 2026.
  • 1,179 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.