Tactive Advisors’s Lam Research LRCX Stock Holding History

Tactive 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	$1.07M	Sell	3,255 -1,455	-31%	-$454K	0.26%	84
2026 Q2	$2.04M	Buy	4,710 +1,069	+29%	+$325K	0.5%	50
2026 Q1	$778K	Buy	3,641 +444	+14%	+$99.3K	0.22%	105
2025 Q4	$547K	Sell	3,197 -143	-4%	-$22.2K	0.16%	137
2025 Q3	$447K	Sell	3,340 -840	-20%	-$88.9K	0.13%	154
2025 Q2	$407K	Buy	+4,180	New	+$332K	0.13%	148
2024 Q1	$396K	Buy	4,080 +220	+6%	+$19.4K	0.21%	82
2023 Q4	$302K	Hold	3,860	–	–	0.19%	70
2023 Q3	$242K	Hold	3,860	–	–	0.21%	58
2023 Q2	$248K	Hold	3,860	–	–	0.19%	59
2023 Q1	$205K	Buy	+3,860	New	+$189K	0.15%	50

Other funds holding LRCX

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Tactive Advisors's LRCX Position: Q3 2026 in Review

Tactive Advisors reduced its Lam Research (LRCX) stake by 31% in Q3 2026, selling an estimated $454K and leaving 3,255 shares worth $1.07M. The position accounts for 0.26% of the portfolio, ranked #84.

Tactive Advisors first reported a position in LRCX in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.04M in Q2 2026. 389 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Tactive Advisors held 3,255 shares of Lam Research worth $1.07M as of Q3 2026.
Tactive Advisors sold 1,455 Lam Research shares in Q3 2026, an estimated $454K.
Lam Research made up 0.26% of Tactive Advisors's portfolio in Q3 2026, its #84 holding.
Tactive Advisors first reported a position in Lam Research in Q1 2023 and has held it in 11 quarters since.
Tactive Advisors's Lam Research position peaked at $2.04M in Q2 2026.
389 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.