Triad Wealth Partners
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Triad Wealth Partners’s Lam Research LRCX Stock Holding History

Triad Wealth Partners’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 		$1.47M Buy
4,479
+668
+18% +$209K 0.08% 165
2026
Q2 		$1.12M Buy
3,811
+899
+31% +$273K 0.07% 188
2026
Q1 		$622K Buy
2,912
+700
+32% +$157K 0.05% 239
2025
Q4 		$379K Sell
2,212
-1,430
-39% -$222K 0.04% 331
2025
Q3 		$488K Buy
3,642
+604
+20% +$64K 0.06% 211
2025
Q2 		$296K Sell
3,038
-1,162
-28% -$92.2K 0.06% 219
2025
Q1 		$305K Buy
4,200
+616
+17% +$48.5K 0.09% 158
2024
Q4 		$259K Buy
+3,584
New +$272K 0.09% 155
2024
Q3 		– Sell
-3,200
Closed -$341K – 536
2024
Q2 		$341K Buy
+3,200
New +$307K 0.18% 57

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

Triad Wealth Partners's LRCX Position: Q3 2026 in Review

Triad Wealth Partners increased its Lam Research (LRCX) stake by 18% in Q3 2026, buying an estimated $209K and bringing the position to 4,479 shares worth $1.47M. The position accounts for 0.08% of the portfolio, ranked #165.

Triad Wealth Partners first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Triad Wealth Partners held 4,479 shares of Lam Research worth $1.47M as of Q3 2026.
  • Triad Wealth Partners bought 668 Lam Research shares in Q3 2026, an estimated $209K.
  • Lam Research made up 0.08% of Triad Wealth Partners's portfolio in Q3 2026, its #165 holding.
  • Triad Wealth Partners first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.