Private Wealth Partners’s Lam Research LRCX Stock Holding History

Private Wealth Partners’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	$1.11M	Buy	3,370 +400	+13%	+$125K	0.08%	98
2026 Q2	$1.29M	Sell	2,970 -340	-10%	-$103K	0.09%	89
2026 Q1	$707K	Buy	3,310 +1,490	+82%	+$333K	0.05%	116
2025 Q4	$312K	Buy	1,820 +130	+8%	+$20.2K	0.02%	140
2025 Q3	$226K	Sell	1,690 -7,015	-81%	-$743K	0.02%	159
2025 Q2	$847K	Buy	+8,705	New	+$690K	0.07%	102

Other funds holding LRCX

Swedbank Stockholm, Sweden $118B AUM 40.52% 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

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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

GF Fund Management Guangzhou, China $7.72B AUM 122.96% 1-Year Est. Return

Private Wealth Partners's LRCX Position: Q3 2026 in Review

Private Wealth Partners increased its Lam Research (LRCX) stake by 13% in Q3 2026, buying an estimated $125K and bringing the position to 3,370 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #98.

Private Wealth Partners first reported a position in LRCX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Private Wealth Partners held 3,370 shares of Lam Research worth $1.11M as of Q3 2026.
Private Wealth Partners bought 400 Lam Research shares in Q3 2026, an estimated $125K.
Lam Research made up 0.08% of Private Wealth Partners's portfolio in Q3 2026, its #98 holding.
Private Wealth Partners first reported a position in Lam Research in Q2 2025 and has held it in 6 quarters since.
Private Wealth Partners's Lam Research position peaked at $1.29M in Q2 2026.
1,109 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.