MN Wealth Advisors
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MN Wealth Advisors’s Lam Research LRCX Stock Holding History

MN Wealth 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 		$259K Sell
788
-76
-9% -$23.7K 0.11% 120
2026
Q2 		$375K Buy
+864
New +$262K 0.16% 92

Other funds holding LRCX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

MN Wealth Advisors's LRCX Position: Q3 2026 in Review

MN Wealth Advisors reduced its Lam Research (LRCX) stake by 8.8% in Q3 2026, selling an estimated $23.7K and leaving 788 shares worth $259K. The position accounts for 0.11% of the portfolio, ranked #120.

MN Wealth Advisors first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $375K in Q2 2026. 1,514 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • MN Wealth Advisors held 788 shares of Lam Research worth $259K as of Q3 2026.
  • MN Wealth Advisors sold 76 Lam Research shares in Q3 2026, an estimated $23.7K.
  • Lam Research made up 0.11% of MN Wealth Advisors's portfolio in Q3 2026, its #120 holding.
  • MN Wealth Advisors first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • MN Wealth Advisors's Lam Research position peaked at $375K in Q2 2026.
  • 1,514 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.