PTM Wealth Management
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PTM Wealth Management’s Lam Research LRCX Stock Holding History

PTM Wealth 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 		$669K Hold
2,004
– – 0.28% 26
2026
Q2 		$612K Buy
2,004
+4
+0.2% +$1.21K 0.28% 27
2026
Q1 		$441K Hold
2,000
– – 0.23% 32
2025
Q4 		$390K Hold
2,000
– – 0.22% 36
2025
Q3 		$298K Buy
+2,000
New +$212K 0.18% 41

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

PTM Wealth Management's LRCX Position: Q3 2026 in Review

PTM Wealth Management held its Lam Research (LRCX) position steady in Q3 2026 at 2,004 shares worth $669K. The position accounts for 0.28% of the portfolio, ranked #26.

PTM Wealth Management first reported a position in LRCX in Q3 2025 and has held it in 5 quarters since. 1,241 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • PTM Wealth Management held 2,004 shares of Lam Research worth $669K as of Q3 2026.
  • PTM Wealth Management left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.28% of PTM Wealth Management's portfolio in Q3 2026, its #26 holding.
  • PTM Wealth Management first reported a position in Lam Research in Q3 2025 and has held it in 5 quarters since.
  • 1,241 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.