Lyell Wealth Management’s Lam Research LRCX Stock Holding History

Lyell Wealth Management’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	$1.24M	Sell	3,764 -682	-15%	-$213K	0.07%	120
2026 Q2	$1.93M	Hold	4,446	–	–	0.12%	102
2026 Q1	$950K	Hold	4,446	–	–	0.07%	120
2025 Q4	$761K	Sell	4,446 -724	-14%	-$113K	0.06%	128
2025 Q3	$692K	Hold	5,170	–	–	0.05%	133
2025 Q2	$503K	Hold	5,170	–	–	0.04%	149
2025 Q1	$376K	Sell	5,170 -430	-8%	-$33.9K	0.04%	158
2024 Q4	$404K	Hold	5,600	–	–	0.04%	151
2024 Q3	$457K	Sell	5,600 -150	-3%	-$13K	0.04%	150
2024 Q2	$612K	Buy	5,750 +430	+8%	+$41.2K	0.06%	128
2024 Q1	$517K	Buy	5,320 +220	+4%	+$19.4K	0.05%	136
2023 Q4	$399K	Hold	5,100	–	–	0.05%	143
2023 Q3	$320K	Sell	5,100 -730	-13%	-$48K	0.04%	145
2023 Q2	$375K	Hold	5,830	–	–	0.05%	142
2023 Q1	$309K	Sell	5,830 -2,230	-28%	-$109K	0.04%	163
2022 Q4	$339K	Buy	+8,060	New	+$337K	0.05%	158
2022 Q3	–	Sell	-5,310	Closed	-$227K	–	196
2022 Q2	$227K	Buy	5,310 +20	+0.4%	+$952	0.04%	176
2022 Q1	$285K	Buy	5,290 +30	+0.6%	+$1.75K	0.04%	174
2021 Q4	$379K	Buy	5,260 +140	+3%	+$8.78K	0.04%	149
2021 Q3	$292K	Hold	5,120	–	–	0.04%	160
2021 Q2	$334K	Buy	5,120 +20	+0.4%	+$1.26K	0.04%	159
2021 Q1	$304K	Buy	+5,100	New	+$278K	0.04%	153

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

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

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

Lyell Wealth Management's LRCX Position: Q3 2026 in Review

Lyell Wealth Management reduced its Lam Research (LRCX) stake by 15% in Q3 2026, selling an estimated $213K and leaving 3,764 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #120.

Lyell Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.93M in Q2 2026. 1,846 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Lyell Wealth Management held 3,764 shares of Lam Research worth $1.24M as of Q3 2026.
Lyell Wealth Management sold 682 Lam Research shares in Q3 2026, an estimated $213K.
Lam Research made up 0.07% of Lyell Wealth Management's portfolio in Q3 2026, its #120 holding.
Lyell Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 22 quarters since.
Lyell Wealth Management's Lam Research position peaked at $1.93M in Q2 2026.
1,846 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.