Waterfront Wealth
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Waterfront Wealth’s Lam Research LRCX Stock Holding History

Waterfront 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 		$895K Sell
3,379
-17
-0.5% -$5.31K 0.14% 181
2026
Q2 		$1.19M Hold
3,396
– – 0.18% 145
2026
Q1 		$726K Buy
3,396
+1,500
+79% +$335K 0.13% 186
2025
Q4 		$417K Buy
+1,896
New +$295K 0.08% 208

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

Waterfront Wealth's LRCX Position: Q3 2026 in Review

Waterfront Wealth reduced its Lam Research (LRCX) stake by 0.5% in Q3 2026, selling an estimated $5.31K and leaving 3,379 shares worth $895K. The position accounts for 0.14% of the portfolio, ranked #181.

Waterfront Wealth first reported a position in LRCX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2026. 1,714 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Waterfront Wealth held 3,379 shares of Lam Research worth $895K as of Q3 2026.
  • Waterfront Wealth sold 17 Lam Research shares in Q3 2026, an estimated $5.31K.
  • Lam Research made up 0.14% of Waterfront Wealth's portfolio in Q3 2026, its #181 holding.
  • Waterfront Wealth first reported a position in Lam Research in Q4 2025 and has held it in 4 quarters since.
  • Waterfront Wealth's Lam Research position peaked at $1.19M in Q2 2026.
  • 1,714 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.