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Strategic Wealth Investment Group’s Lam Research LRCX Stock Holding History

Strategic Wealth Investment Group’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
2025
Q3 		– Sell
-300
Closed -$29.2K – 170
2025
Q2 		$29.2K Buy
+300
New +$23.8K 0.04% 73

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Wealth Investment Group's LRCX Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 300 shares — an estimated $29.2K sold.

Strategic Wealth Investment Group first reported a position in LRCX in Q2 2025 and held it in 1 quarter. The position peaked at $29.2K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 300 Lam Research shares in Q3 2025, an estimated $29.2K.
  • Strategic Wealth Investment Group first reported a position in Lam Research in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Lam Research position peaked at $29.2K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.