Somerset Trust
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Somerset Trust’s Lam Research LRCX Stock Holding History

Somerset Trust’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 		$1.3M Sell
3,962
-50
-1% -$15.6K 0.37% 65
2026
Q2 		$1.74M Sell
4,012
-208
-5% -$63.1K 0.49% 56
2026
Q1 		$902K Sell
4,220
-88
-2% -$19.7K 0.28% 72
2025
Q4 		$737K Sell
4,308
-528
-11% -$82.1K 0.23% 79
2025
Q3 		$648K Buy
4,836
+29
+0.6% +$3.07K 0.2% 83
2025
Q2 		$468K Buy
4,807
+256
+6% +$20.3K 0.15% 108
2025
Q1 		$331K Buy
4,551
+1,254
+38% +$98.8K 0.12% 125
2024
Q4 		$238K Buy
+3,297
New +$250K 0.09% 140
2024
Q3 		– Sell
-2,350
Closed -$250K – 156
2024
Q2 		$250K Buy
2,350
+250
+12% +$24K 0.1% 128
2024
Q1 		$204K Buy
+2,100
New +$185K 0.08% 146

Other funds holding LRCX

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Somerset Trust's LRCX Position: Q3 2026 in Review

Somerset Trust reduced its Lam Research (LRCX) stake by 1.2% in Q3 2026, selling an estimated $15.6K and leaving 3,962 shares worth $1.3M. The position accounts for 0.37% of the portfolio, ranked #65.

Somerset Trust first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.74M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Somerset Trust held 3,962 shares of Lam Research worth $1.3M as of Q3 2026.
  • Somerset Trust sold 50 Lam Research shares in Q3 2026, an estimated $15.6K.
  • Lam Research made up 0.37% of Somerset Trust's portfolio in Q3 2026, its #65 holding.
  • Somerset Trust first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • Somerset Trust's Lam Research position peaked at $1.74M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Somerset Trust's 13F filing for Q3 2026, filed 13 Oct 2026.