Optivise Advisory Services’s Lam Research LRCX Stock Holding History

Optivise Advisory Services’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	$502K	Buy	1,528 +52	+4%	+$16.2K	0.25%	107
2026 Q2	$640K	Sell	1,476 -91	-6%	-$27.6K	0.32%	91
2026 Q1	$335K	Sell	1,567 -296	-16%	-$66.2K	0.2%	121
2025 Q4	$319K	Buy	1,863 +221	+13%	+$34.4K	0.18%	130
2025 Q3	$220K	Buy	+1,642	New	+$174K	0.13%	175

Other funds holding LRCX

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Optivise Advisory Services's LRCX Position: Q3 2026 in Review

Optivise Advisory Services increased its Lam Research (LRCX) stake by 3.5% in Q3 2026, buying an estimated $16.2K and bringing the position to 1,528 shares worth $502K. The position accounts for 0.25% of the portfolio, ranked #107.

Optivise Advisory Services first reported a position in LRCX in Q3 2025 and has held it in 5 quarters since. The position peaked at $640K in Q2 2026. 1,179 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Optivise Advisory Services held 1,528 shares of Lam Research worth $502K as of Q3 2026.
Optivise Advisory Services bought 52 Lam Research shares in Q3 2026, an estimated $16.2K.
Lam Research made up 0.25% of Optivise Advisory Services's portfolio in Q3 2026, its #107 holding.
Optivise Advisory Services first reported a position in Lam Research in Q3 2025 and has held it in 5 quarters since.
Optivise Advisory Services's Lam Research position peaked at $640K in Q2 2026.
1,179 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.