RMR Wealth Builders’s Lam Research LRCX Stock Holding History

RMR Wealth Builders’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	$1.51M	Buy	4,584 +5	+0.1%	+$1.56K	0.09%	105
2026 Q2	$1.98M	Sell	4,579 -214	-4%	-$65K	0.12%	88
2026 Q1	$1.03M	Buy	4,793 +418	+10%	+$93.5K	0.08%	113
2025 Q4	$749K	Buy	4,375 +255	+6%	+$39.7K	0.06%	136
2025 Q3	$552K	Buy	4,120 +440	+12%	+$46.6K	0.05%	158
2025 Q2	$358K	Sell	3,680 -157	-4%	-$12.5K	0.03%	200
2025 Q1	$279K	Sell	3,837 -18	-0.5%	-$1.42K	0.03%	212
2024 Q4	$278K	Buy	+3,855	New	+$292K	0.03%	215
2024 Q3	–	Sell	-3,750	Closed	-$399K	–	267
2024 Q2	$399K	Sell	3,750 -220	-6%	-$21.1K	0.05%	169
2024 Q1	$386K	Buy	+3,970	New	+$349K	0.05%	175
2021 Q2	–	Sell	-2,120	Closed	-$126K	–	461
2021 Q1	$126K	Buy	+2,120	New	+$116K	0.03%	244

Other funds holding LRCX

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

RMR Wealth Builders's LRCX Position: Q3 2026 in Review

RMR Wealth Builders increased its Lam Research (LRCX) stake by 0.11% in Q3 2026, buying an estimated $1.56K and bringing the position to 4,584 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #105.

RMR Wealth Builders first reported a position in LRCX in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.98M in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

RMR Wealth Builders held 4,584 shares of Lam Research worth $1.51M as of Q3 2026.
RMR Wealth Builders bought 5 Lam Research shares in Q3 2026, an estimated $1.56K.
Lam Research made up 0.09% of RMR Wealth Builders's portfolio in Q3 2026, its #105 holding.
RMR Wealth Builders first reported a position in Lam Research in Q1 2021 and has held it in 11 quarters since.
RMR Wealth Builders's Lam Research position peaked at $1.98M in Q2 2026.
2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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