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

Mosley 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 		$268K Sell
966
-36
-4% -$11.2K 0.08% 145
2026
Q2 		$434K Sell
1,002
-2,062
-67% -$626K 0.14% 104
2026
Q1 		$410K Buy
3,064
+40
+1% +$8.94K 0.19% 110
2025
Q4 		$431K Buy
+3,024
New +$470K 0.2% 111
2024
Q4 		$270K Buy
3,598
+575
+19% +$43.6K 0.17% 100
2024
Q3 		$220K Buy
+3,023
New +$263K 0.15% 108

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Mosley Wealth Management reduced its Lam Research (LRCX) stake by 3.6% in Q3 2026, selling an estimated $11.2K and leaving 966 shares worth $268K. The position accounts for 0.08% of the portfolio, ranked #145.

Mosley Wealth Management first reported a position in LRCX in Q3 2024 and has held it in 6 quarters since. The position peaked at $434K in Q2 2026. 1,833 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Mosley Wealth Management held 966 shares of Lam Research worth $268K as of Q3 2026.
  • Mosley Wealth Management sold 36 Lam Research shares in Q3 2026, an estimated $11.2K.
  • Lam Research made up 0.08% of Mosley Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Mosley Wealth Management first reported a position in Lam Research in Q3 2024 and has held it in 6 quarters since.
  • Mosley Wealth Management's Lam Research position peaked at $434K in Q2 2026.
  • 1,833 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.