Williams & Novak’s Lam Research LRCX Stock Holding History

Williams & Novak’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	$1.33M	Buy	4,055 +44	+1%	+$13.7K	0.79%	38
2026 Q2	$1.74M	Buy	4,011 +42	+1%	+$12.8K	1.15%	22
2026 Q1	$881K	Buy	3,969 +106	+3%	+$23.7K	0.66%	42
2025 Q4	$661K	Buy	3,863 +113	+3%	+$17.6K	0.5%	52
2025 Q3	$502K	Hold	3,750	–	–	0.39%	63
2025 Q2	$365K	Hold	3,750	–	–	0.31%	77
2025 Q1	$273K	Buy	+3,750	New	+$295K	0.27%	87
2024 Q4	–	Sell	-3,750	Closed	-$306K	–	136
2024 Q3	$306K	Hold	3,750	–	–	0.29%	84
2024 Q2	$399K	Hold	3,750	–	–	0.37%	63
2024 Q1	$294K	Hold	3,750	–	–	0.33%	68
2023 Q4	$294K	Buy	+3,750	New	+$256K	0.33%	68

Other funds holding LRCX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Williams & Novak's LRCX Position: Q3 2026 in Review

Williams & Novak increased its Lam Research (LRCX) stake by 1.1% in Q3 2026, buying an estimated $13.7K and bringing the position to 4,055 shares worth $1.33M. The position accounts for 0.79% of the portfolio, ranked #38.

Williams & Novak first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q2 2026. 1,901 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Williams & Novak held 4,055 shares of Lam Research worth $1.33M as of Q3 2026.
Williams & Novak bought 44 Lam Research shares in Q3 2026, an estimated $13.7K.
Lam Research made up 0.79% of Williams & Novak's portfolio in Q3 2026, its #38 holding.
Williams & Novak first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's Lam Research position peaked at $1.74M in Q2 2026.
1,901 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.