U.S. Wealth Group
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U.S. Wealth Group’s Lam Research LRCX Stock Holding History

U.S. Wealth 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
2026
Q3 		$575K Hold
1,750
– – 0.33% 38
2026
Q2 		$758K Buy
+1,750
New +$531K 0.45% 36

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

U.S. Wealth Group's LRCX Position: Q3 2026 in Review

U.S. Wealth Group held its Lam Research (LRCX) position steady in Q3 2026 at 1,750 shares worth $575K. The position accounts for 0.33% of the portfolio, ranked #38.

U.S. Wealth Group first reported a position in LRCX in Q2 2026 and has held it in 2 quarters since. The position peaked at $758K in Q2 2026. 2,064 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • U.S. Wealth Group held 1,750 shares of Lam Research worth $575K as of Q3 2026.
  • U.S. Wealth Group left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.33% of U.S. Wealth Group's portfolio in Q3 2026, its #38 holding.
  • U.S. Wealth Group first reported a position in Lam Research in Q2 2026 and has held it in 2 quarters since.
  • U.S. Wealth Group's Lam Research position peaked at $758K in Q2 2026.
  • 2,064 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on U.S. Wealth Group's 13F filing for Q3 2026, filed 9 Nov 2026.