Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Lam Research LRCX Stock Holding History

Pinnacle Wealth Planning 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 		$1.74M Buy
5,282
+145
+3% +$45.3K 0.17% 77
2026
Q2 		$2.23M Buy
5,137
+133
+3% +$40.4K 0.21% 62
2026
Q1 		$1.07M Buy
5,004
+926
+23% +$207K 0.11% 105
2025
Q4 		$698K Buy
+4,078
New +$634K 0.07% 151
2025
Q1 		– Sell
-3,701
Closed -$267K – 420
2024
Q4 		$267K Sell
3,701
-3,489
-49% -$265K 0.04% 282
2024
Q3 		$587K Buy
7,190
+20
+0.3% +$1.74K 0.08% 163
2024
Q2 		$763K Sell
7,170
-20
-0.3% -$1.92K 0.11% 118
2024
Q1 		$699K Sell
7,190
-2,550
-26% -$224K 0.1% 132
2023
Q4 		$763K Sell
9,740
-20
-0.2% -$1.36K 0.12% 117
2023
Q3 		$612K Sell
9,760
-20
-0.2% -$1.31K 0.1% 131
2023
Q2 		$629K Sell
9,780
-360
-4% -$20.3K 0.1% 134
2023
Q1 		$538K Sell
10,140
-90
-0.9% -$4.42K 0.09% 162
2022
Q4 		$430K Buy
10,230
+2,320
+29% +$97K 0.08% 192
2022
Q3 		$289K Sell
7,910
-3,710
-32% -$165K 0.05% 247
2022
Q2 		$495K Buy
11,620
+3,870
+50% +$184K 0.09% 156
2022
Q1 		$417K Buy
7,750
+2,010
+35% +$117K 0.08% 197
2021
Q4 		$413K Buy
5,740
+100
+2% +$6.27K 0.08% 200
2021
Q3 		$321K Buy
5,640
+40
+0.7% +$2.43K 0.07% 229
2021
Q2 		$364K Buy
5,600
+30
+0.5% +$1.89K 0.08% 198
2021
Q1 		$332K Buy
5,570
+1,430
+35% +$77.9K 0.09% 205
2020
Q4 		$196K Buy
+4,140
New +$174K 0.05% 286

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

Pinnacle Wealth Planning Services's LRCX Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Lam Research (LRCX) stake by 2.8% in Q3 2026, buying an estimated $45.3K and bringing the position to 5,282 shares worth $1.74M. The position accounts for 0.17% of the portfolio, ranked #77.

Pinnacle Wealth Planning Services first reported a position in LRCX in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.23M in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 5,282 shares of Lam Research worth $1.74M as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 145 Lam Research shares in Q3 2026, an estimated $45.3K.
  • Lam Research made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #77 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lam Research in Q4 2020 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's Lam Research position peaked at $2.23M in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.