Wealth Advisory Solutions
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Wealth Advisory Solutions’s Lam Research LRCX Stock Holding History

Wealth Advisory Solutions’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 		– Sell
-613
Closed -$266K – 153
2026
Q2 		$266K Buy
+613
New +$186K 0.05% 124
2026
Q1 		– Sell
-1,742
Closed -$298K – 150
2025
Q4 		$298K Sell
1,742
-495
-22% -$77K 0.07% 109
2025
Q3 		$300K Hold
2,237
– – 0.07% 112
2025
Q2 		$218K Buy
+2,237
New +$177K 0.06% 136

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

Wealth Advisory Solutions's LRCX Position: Q3 2026 in Review

Wealth Advisory Solutions sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 613 shares — an estimated $266K sold.

Wealth Advisory Solutions first reported a position in LRCX in Q2 2025 and held it in 4 quarters. The position peaked at $300K in Q3 2025. 871 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Wealth Advisory Solutions reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • Wealth Advisory Solutions sold 613 Lam Research shares in Q3 2026, an estimated $266K.
  • Wealth Advisory Solutions first reported a position in Lam Research in Q2 2025 and held it in 4 quarters.
  • Wealth Advisory Solutions's Lam Research position peaked at $300K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.