Wallace Hart
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Wallace Hart’s Lam Research LRCX Stock Holding History

Wallace Hart’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 		$708K Sell
2,155
-5,504
-72% -$1.72M 0.45% 27
2026
Q2 		$3.32M Buy
7,659
+6,048
+375% +$1.84M 2.07% 6
2026
Q1 		$344K Sell
1,611
-4,747
-75% -$1.06M 0.47% 21
2025
Q4 		$1.09M Sell
6,358
-2,313
-27% -$360K 0.8% 16
2025
Q3 		$1.16M Buy
+8,671
New +$918K 0.85% 20
2024
Q2 		– Sell
-2,110
Closed -$205K – 33
2024
Q1 		$205K Buy
+2,110
New +$186K 0.17% 18

Other funds holding LRCX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

Wallace Hart's LRCX Position: Q3 2026 in Review

Wallace Hart reduced its Lam Research (LRCX) stake by 72% in Q3 2026, selling an estimated $1.72M and leaving 2,155 shares worth $708K. The position accounts for 0.45% of the portfolio, ranked #27.

Wallace Hart first reported a position in LRCX in Q1 2024 and has held it in 6 quarters since. The position peaked at $3.32M in Q2 2026. 2,274 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Wallace Hart held 2,155 shares of Lam Research worth $708K as of Q3 2026.
  • Wallace Hart sold 5,504 Lam Research shares in Q3 2026, an estimated $1.72M.
  • Lam Research made up 0.45% of Wallace Hart's portfolio in Q3 2026, its #27 holding.
  • Wallace Hart first reported a position in Lam Research in Q1 2024 and has held it in 6 quarters since.
  • Wallace Hart's Lam Research position peaked at $3.32M in Q2 2026.
  • 2,274 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Wallace Hart's 13F filing for Q3 2026, filed 9 Nov 2026.