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Puff Wealth Management’s Lam Research LRCX Stock Holding History

Puff 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 		$342K Buy
1,040
+182
+21% +$56.8K 0.32% 59
2026
Q2 		$372K Buy
+858
New +$260K 0.38% 56
2025
Q4 		$217K Buy
+1,170
New +$182K 0.28% 67

Other funds holding LRCX

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

Puff Wealth Management increased its Lam Research (LRCX) stake by 21% in Q3 2026, buying an estimated $56.8K and bringing the position to 1,040 shares worth $342K. The position accounts for 0.32% of the portfolio, ranked #59.

Puff Wealth Management first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. The position peaked at $372K in Q2 2026. 284 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Puff Wealth Management held 1,040 shares of Lam Research worth $342K as of Q3 2026.
  • Puff Wealth Management bought 182 Lam Research shares in Q3 2026, an estimated $56.8K.
  • Lam Research made up 0.32% of Puff Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Puff Wealth Management first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • Puff Wealth Management's Lam Research position peaked at $372K in Q2 2026.
  • 284 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.