Welch Group
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Welch Group’s Lam Research LRCX Stock Holding History

Welch Group’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 		$933K Buy
2,840
+304
+12% +$94.9K 0.03% 136
2026
Q2 		$1.1M Buy
2,536
+404
+19% +$123K 0.04% 122
2026
Q1 		$455K Buy
2,132
+34
+2% +$7.6K 0.02% 185
2025
Q4 		$359K Buy
2,098
+140
+7% +$21.8K 0.01% 217
2025
Q3 		$262K Buy
+1,958
New +$207K 0.01% 250
2024
Q4 		– Sell
-2,940
Closed -$240K – 276
2024
Q3 		$240K Buy
2,940
+810
+38% +$70.4K 0.01% 232
2024
Q2 		$226K Hold
2,130
– – 0.01% 229
2024
Q1 		$207K Buy
+2,130
New +$187K 0.01% 216

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Welch Group's LRCX Position: Q3 2026 in Review

Welch Group increased its Lam Research (LRCX) stake by 12% in Q3 2026, buying an estimated $94.9K and bringing the position to 2,840 shares worth $933K. The position accounts for 0.03% of the portfolio, ranked #136.

Welch Group first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2026. 1,179 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Welch Group held 2,840 shares of Lam Research worth $933K as of Q3 2026.
  • Welch Group bought 304 Lam Research shares in Q3 2026, an estimated $94.9K.
  • Lam Research made up 0.03% of Welch Group's portfolio in Q3 2026, its #136 holding.
  • Welch Group first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
  • Welch Group's Lam Research position peaked at $1.1M in Q2 2026.
  • 1,179 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.