Nelson Capital Management’s Lam Research LRCX Stock Holding History

Nelson Capital 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	$800K	Sell	2,435 -450	-16%	-$141K	0.08%	78
2026 Q2	$1.25M	Hold	2,885	–	–	0.14%	66
2026 Q1	$616K	Hold	2,885	–	–	0.08%	76
2025 Q4	$494K	Sell	2,885 -1,105	-28%	-$172K	0.06%	84
2025 Q3	$534K	Sell	3,990 -500	-11%	-$52.9K	0.06%	82
2025 Q2	$437K	Hold	4,490	–	–	0.06%	85
2025 Q1	$326K	Hold	4,490	–	–	0.06%	89
2024 Q4	$324K	Hold	4,490	–	–	0.05%	95
2024 Q3	$366K	Sell	4,490 -10	-0.2%	-$869	0.06%	86
2024 Q2	$479K	Hold	4,500	–	–	0.09%	82
2024 Q1	$437K	Buy	+4,500	New	+$396K	0.08%	82

Other funds holding LRCX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Nelson Capital Management's LRCX Position: Q3 2026 in Review

Nelson Capital Management reduced its Lam Research (LRCX) stake by 16% in Q3 2026, selling an estimated $141K and leaving 2,435 shares worth $800K. The position accounts for 0.08% of the portfolio, ranked #78.

Nelson Capital Management first reported a position in LRCX in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.25M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Nelson Capital Management held 2,435 shares of Lam Research worth $800K as of Q3 2026.
Nelson Capital Management sold 450 Lam Research shares in Q3 2026, an estimated $141K.
Lam Research made up 0.08% of Nelson Capital Management's portfolio in Q3 2026, its #78 holding.
Nelson Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 11 quarters since.
Nelson Capital Management's Lam Research position peaked at $1.25M in Q2 2026.
2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Nelson Capital Management's 13F filing for Q3 2026, filed 9 Nov 2026.