Sendero Wealth Management’s Lam Research LRCX Stock Holding History

Sendero 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	$874K	Sell	2,659 -1,015	-28%	-$317K	0.09%	135
2026 Q2	$1.59M	Sell	3,674 -141	-4%	-$42.8K	0.16%	92
2026 Q1	$815K	Sell	3,815 -259	-6%	-$57.9K	0.09%	124
2025 Q4	$697K	Sell	4,074 -1,790	-31%	-$278K	0.08%	134
2025 Q3	$785K	Buy	5,864 +1,529	+35%	+$162K	0.09%	117
2025 Q2	$422K	Buy	4,335 +543	+14%	+$43.1K	0.05%	158
2025 Q1	$276K	Buy	3,792 +971	+34%	+$76.5K	0.04%	161
2024 Q4	$204K	Buy	+2,821	New	+$214K	0.03%	158
2024 Q3	–	Sell	-1,980	Closed	-$211K	–	161
2024 Q2	$211K	Buy	+1,980	New	+$190K	0.04%	152

Other funds holding LRCX

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

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Sendero Wealth Management reduced its Lam Research (LRCX) stake by 28% in Q3 2026, selling an estimated $317K and leaving 2,659 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #135.

Sendero Wealth Management first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.59M in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Sendero Wealth Management held 2,659 shares of Lam Research worth $874K as of Q3 2026.
Sendero Wealth Management sold 1,015 Lam Research shares in Q3 2026, an estimated $317K.
Lam Research made up 0.09% of Sendero Wealth Management's portfolio in Q3 2026, its #135 holding.
Sendero Wealth Management first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
Sendero Wealth Management's Lam Research position peaked at $1.59M in Q2 2026.
2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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