True Wealth Design
LRCX icon

True Wealth Design’s Lam Research LRCX Stock Holding History

True Wealth Design’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 		$209K Sell
636
-31
-5% -$9.7K 0.05% 122
2026
Q2 		$289K Sell
667
-44
-6% -$13.4K 0.07% 72
2026
Q1 		$152K Sell
711
-8
-1% -$1.79K 0.04% 127
2025
Q4 		$123K Sell
719
-8
-1% -$1.24K 0.04% 144
2025
Q3 		$97.3K Buy
727
+300
+70% +$31.8K 0.03% 169
2025
Q2 		$41.5K Buy
427
+162
+61% +$12.8K 0.01% 232
2025
Q1 		$19.2K Buy
265
+145
+121% +$11.4K 0.01% 352
2024
Q4 		$8.64K Sell
120
-250
-68% -$19K ﹤0.01% 440
2024
Q3 		$30.2K Buy
370
+40
+12% +$3.48K 0.01% 244
2024
Q2 		$35.1K Buy
330
+10
+3% +$959 0.01% 182
2024
Q1 		$31.1K Buy
320
+10
+3% +$880 0.01% 187
2023
Q4 		$24.3K Buy
310
+280
+933% +$19.1K 0.01% 193
2023
Q3 		$1.88K Hold
30
– – ﹤0.01% 272
2023
Q2 		$1.93K Hold
30
– – ﹤0.01% 278
2023
Q1 		$1.59K Buy
30
+10
+50% +$491 ﹤0.01% 355
2022
Q4 		$841 Buy
+20
New +$837 ﹤0.01% 362

Other funds holding LRCX

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's LRCX Position: Q3 2026 in Review

True Wealth Design reduced its Lam Research (LRCX) stake by 4.6% in Q3 2026, selling an estimated $9.7K and leaving 636 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #122.

True Wealth Design first reported a position in LRCX in Q4 2022 and has held it in 16 quarters since. The position peaked at $289K in Q2 2026. 871 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • True Wealth Design held 636 shares of Lam Research worth $209K as of Q3 2026.
  • True Wealth Design sold 31 Lam Research shares in Q3 2026, an estimated $9.7K.
  • Lam Research made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #122 holding.
  • True Wealth Design first reported a position in Lam Research in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Lam Research position peaked at $289K in Q2 2026.
  • 871 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.