Spire Wealth Management
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Spire Wealth Management’s Lam Research LRCX Stock Holding History

Spire 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 		$15.4M Sell
46,892
-3,022
-6% -$944K 0.47% 45
2026
Q2 		$21.6M Sell
49,914
-2,907
-6% -$882K 0.65% 39
2026
Q1 		$11.3M Buy
52,821
+27,221
+106% +$6.09M 0.39% 59
2025
Q4 		$4.38M Buy
25,600
+308
+1% +$47.9K 0.15% 138
2025
Q3 		$3.39M Buy
25,292
+4,073
+19% +$431K 0.12% 150
2025
Q2 		$2.04M Buy
21,219
+14,503
+216% +$1.15M 0.07% 223
2025
Q1 		$488K Buy
6,716
+1,511
+29% +$119K 0.02% 564
2024
Q4 		$376K Sell
5,205
-11,635
-69% -$882K 0.01% 648
2024
Q3 		$1.37M Buy
16,840
+2,990
+22% +$260K 0.05% 307
2024
Q2 		$1.48M Buy
13,850
+9,390
+211% +$901K 0.05% 277
2024
Q1 		$433K Buy
4,460
+50
+1% +$4.4K 0.01% 554
2023
Q4 		$364K Sell
4,410
-2,880
-40% -$196K 0.01% 592
2023
Q3 		$457K Buy
7,290
+590
+9% +$38.8K 0.02% 496
2023
Q2 		$431K Sell
6,700
-1,550
-19% -$87.4K 0.02% 524
2023
Q1 		$437K Sell
8,250
-94,250
-92% -$4.63M 0.02% 522
2022
Q4 		$4.31M Sell
102,500
-3,960
-4% -$166K 0.24% 96
2022
Q3 		$3.9M Sell
106,460
-26,960
-20% -$1.2M 0.24% 96
2022
Q2 		$5.69M Sell
133,420
-61,700
-32% -$2.94M 0.23% 110
2022
Q1 		$10.5M Sell
195,120
-14,940
-7% -$870K 0.28% 96
2021
Q4 		$15.1M Buy
210,060
+8,660
+4% +$543K 0.34% 79
2021
Q3 		$11.5M Buy
201,400
+11,560
+6% +$703K 0.3% 95
2021
Q2 		$12.3M Buy
189,840
+5,330
+3% +$336K 0.33% 78
2021
Q1 		$10.9M Buy
+184,510
New +$10.1M 0.29% 94

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
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

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

Spire Wealth Management reduced its Lam Research (LRCX) stake by 6.1% in Q3 2026, selling an estimated $944K and leaving 46,892 shares worth $15.4M. The position accounts for 0.47% of the portfolio, ranked #45.

Spire Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 23 quarters since. The position peaked at $21.6M in Q2 2026. 2,163 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Spire Wealth Management held 46,892 shares of Lam Research worth $15.4M as of Q3 2026.
  • Spire Wealth Management sold 3,022 Lam Research shares in Q3 2026, an estimated $944K.
  • Lam Research made up 0.47% of Spire Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Spire Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Lam Research position peaked at $21.6M in Q2 2026.
  • 2,163 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.