Roberts Wealth Advisors
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Roberts Wealth Advisors’s Lam Research LRCX Stock Holding History

Roberts Wealth Advisors’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 		$460K Hold
1,401
– – 0.1% 79
2026
Q2 		$607K Sell
1,401
-225
-14% -$68.3K 0.14% 79
2026
Q1 		$347K Sell
1,626
-19
-1% -$4.25K 0.09% 92
2025
Q4 		$282K Buy
1,645
+25
+2% +$3.89K 0.07% 94
2025
Q3 		$217K Buy
+1,620
New +$172K 0.06% 95

Other funds holding LRCX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Roberts Wealth Advisors's LRCX Position: Q3 2026 in Review

Roberts Wealth Advisors held its Lam Research (LRCX) position steady in Q3 2026 at 1,401 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #79.

Roberts Wealth Advisors first reported a position in LRCX in Q3 2025 and has held it in 5 quarters since. The position peaked at $607K in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Roberts Wealth Advisors held 1,401 shares of Lam Research worth $460K as of Q3 2026.
  • Roberts Wealth Advisors left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.1% of Roberts Wealth Advisors's portfolio in Q3 2026, its #79 holding.
  • Roberts Wealth Advisors first reported a position in Lam Research in Q3 2025 and has held it in 5 quarters since.
  • Roberts Wealth Advisors's Lam Research position peaked at $607K in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Roberts Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.