Waldron Private Wealth
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Waldron Private Wealth’s Lam Research LRCX Stock Holding History

Waldron Private Wealth’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 		$350K Sell
1,064
-117
-10% -$36.5K 0.01% 266
2026
Q2 		$512K Sell
1,181
-2
-0.2% -$607 0.02% 221
2026
Q1 		$253K Buy
+1,183
New +$265K 0.01% 297
2025
Q1 		– Sell
-7,068
Closed -$511K – 365
2024
Q4 		$511K Buy
+7,068
New +$536K 0.02% 249
2024
Q3 		– Sell
-5,450
Closed -$581K – 501
2024
Q2 		$581K Sell
5,450
-30
-0.5% -$2.88K 0.03% 209
2024
Q1 		$534K Buy
5,480
+70
+1% +$6.16K 0.02% 230
2023
Q4 		$425K Buy
5,410
+280
+5% +$19.1K 0.02% 253
2023
Q3 		$323K Buy
5,130
+60
+1% +$3.94K 0.02% 274
2023
Q2 		$327K Sell
5,070
-2,260
-31% -$127K 0.02% 276
2023
Q1 		$390K Buy
7,330
+1,380
+23% +$67.7K 0.02% 293
2022
Q4 		$219K Hold
5,950
– – 0.01% 342
2022
Q3 		$219K Sell
5,950
-1,710
-22% -$76.1K 0.01% 344
2022
Q2 		$327K Buy
7,660
+1,420
+23% +$67.6K 0.02% 289
2022
Q1 		$336K Buy
6,240
+390
+7% +$22.7K 0.02% 291
2021
Q4 		$421K Sell
5,850
-40
-0.7% -$2.51K 0.02% 269
2021
Q3 		$336K Buy
5,890
+1,200
+26% +$73K 0.02% 267
2021
Q2 		$305K Buy
4,690
+480
+11% +$30.3K 0.02% 270
2021
Q1 		$251K Buy
+4,210
New +$229K 0.02% 259

Other funds holding LRCX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Waldron Private Wealth's LRCX Position: Q3 2026 in Review

Waldron Private Wealth reduced its Lam Research (LRCX) stake by 9.9% in Q3 2026, selling an estimated $36.5K and leaving 1,064 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #266.

Waldron Private Wealth first reported a position in LRCX in Q1 2021 and has held it in 18 quarters since. The position peaked at $581K in Q2 2024. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Waldron Private Wealth held 1,064 shares of Lam Research worth $350K as of Q3 2026.
  • Waldron Private Wealth sold 117 Lam Research shares in Q3 2026, an estimated $36.5K.
  • Lam Research made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #266 holding.
  • Waldron Private Wealth first reported a position in Lam Research in Q1 2021 and has held it in 18 quarters since.
  • Waldron Private Wealth's Lam Research position peaked at $581K in Q2 2024.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.