Moran Wealth Management
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Moran Wealth Management’s Lam Research LRCX Stock Holding History

Moran 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 		$37.3M Sell
113,681
-4,994
-4% -$1.56M 1.03% 9
2026
Q2 		$51.4M Buy
118,675
+29,850
+34% +$9.06M 1.4% 5
2026
Q1 		$19M Sell
88,825
-2,294
-3% -$513K 0.58% 44
2025
Q4 		$15.6M Buy
91,119
+5,442
+6% +$846K 0.48% 62
2025
Q3 		$11.5M Buy
85,677
+79,600
+1,310% +$8.43M 0.35% 91
2025
Q2 		$592K Sell
6,077
-669
-10% -$53.1K 0.02% 384
2025
Q1 		$490K Buy
+6,746
New +$531K 0.02% 385
2024
Q4 		– Sell
-43,250
Closed -$3.53M – 441
2024
Q3 		$3.53M Sell
43,250
-88,910
-67% -$7.73M 0.11% 211
2024
Q2 		$14.1M Buy
132,160
+127,530
+2,754% +$12.2M 0.46% 74
2024
Q1 		$450K Buy
4,630
+1,490
+47% +$131K 0.01% 331
2023
Q4 		$246K Buy
+3,140
New +$214K 0.01% 376

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

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

Moran Wealth Management reduced its Lam Research (LRCX) stake by 4.2% in Q3 2026, selling an estimated $1.56M and leaving 113,681 shares worth $37.3M. The position accounts for 1.03% of the portfolio, ranked #9.

Moran Wealth Management first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $51.4M in Q2 2026. 1,163 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Moran Wealth Management held 113,681 shares of Lam Research worth $37.3M as of Q3 2026.
  • Moran Wealth Management sold 4,994 Lam Research shares in Q3 2026, an estimated $1.56M.
  • Lam Research made up 1.03% of Moran Wealth Management's portfolio in Q3 2026, its #9 holding.
  • Moran Wealth Management first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Lam Research position peaked at $51.4M in Q2 2026.
  • 1,163 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.