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WealthTrak Capital Management’s Lam Research LRCX Stock Holding History

WealthTrak Capital Management’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
2025
Q3 		– Sell
-150
Closed -$14.6K – 550
2025
Q2 		$14.6K Buy
150
+20
+15% +$1.59K 0.01% 161
2025
Q1 		$9.45K Buy
130
+75
+136% +$5.91K 0.01% 172
2024
Q4 		$3.97K Buy
+55
New +$4.17K ﹤0.01% 235

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthTrak Capital Management's LRCX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 150 shares — an estimated $14.6K sold.

WealthTrak Capital Management first reported a position in LRCX in Q4 2024 and held it in 3 quarters. The position peaked at $14.6K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 150 Lam Research shares in Q3 2025, an estimated $14.6K.
  • WealthTrak Capital Management first reported a position in Lam Research in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Lam Research position peaked at $14.6K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.