Peterson Wealth Services
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Peterson Wealth Services’s Lam Research LRCX Stock Holding History

Peterson Wealth 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 		$647K Buy
1,968
+210
+12% +$65.6K 0.14% 92
2026
Q2 		$762K Sell
1,758
-22
-1% -$6.68K 0.17% 87
2026
Q1 		$380K Buy
1,780
+216
+14% +$48.3K 0.09% 102
2025
Q4 		$268K Buy
1,564
+609
+64% +$94.7K 0.07% 105
2025
Q3 		$216K Buy
+955
New +$101K 0.05% 119
2024
Q4 		– Sell
-430
Closed -$35.1K – 227
2024
Q3 		$35.1K Buy
+430
New +$37.4K 0.01% 168

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 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

Peterson Wealth Services's LRCX Position: Q3 2026 in Review

Peterson Wealth Services increased its Lam Research (LRCX) stake by 12% in Q3 2026, buying an estimated $65.6K and bringing the position to 1,968 shares worth $647K. The position accounts for 0.14% of the portfolio, ranked #92.

Peterson Wealth Services first reported a position in LRCX in Q3 2024 and has held it in 6 quarters since. The position peaked at $762K in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Peterson Wealth Services held 1,968 shares of Lam Research worth $647K as of Q3 2026.
  • Peterson Wealth Services bought 210 Lam Research shares in Q3 2026, an estimated $65.6K.
  • Lam Research made up 0.14% of Peterson Wealth Services's portfolio in Q3 2026, its #92 holding.
  • Peterson Wealth Services first reported a position in Lam Research in Q3 2024 and has held it in 6 quarters since.
  • Peterson Wealth Services's Lam Research position peaked at $762K in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.