Worth Asset Management’s Lam Research LRCX Stock Holding History

Worth Asset 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
2026 Q3	$1.15M	Buy	3,491 +238	+7%	+$74.3K	0.33%	75
2026 Q2	$1.41M	Sell	3,253 -6,379	-66%	-$1.94M	0.45%	53
2026 Q1	$2.06M	Sell	9,632 -1,904	-17%	-$426K	0.77%	32
2025 Q4	$1.97M	Sell	11,536 -234	-2%	-$36.4K	0.84%	28
2025 Q3	$1.58M	Buy	+11,770	New	+$1.25M	0.71%	29
2024 Q2	–	Sell	-25,670	Closed	-$2.49M	–	146
2024 Q1	$2.49M	Buy	+25,670	New	+$2.26M	1.53%	15
2022 Q4	–	Sell	-500	Closed	-$19K	–	500
2022 Q3	$19K	Hold	500	–	–	0.01%	227
2022 Q2	$21K	Hold	500	–	–	0.01%	288
2022 Q1	$23K	Buy	+500	New	+$29.1K	0.02%	285

Other funds holding LRCX

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Worth Asset Management's LRCX Position: Q3 2026 in Review

Worth Asset Management increased its Lam Research (LRCX) stake by 7.3% in Q3 2026, buying an estimated $74.3K and bringing the position to 3,491 shares worth $1.15M. The position accounts for 0.33% of the portfolio, ranked #75.

Worth Asset Management first reported a position in LRCX in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.49M in Q1 2024. 144 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

Worth Asset Management held 3,491 shares of Lam Research worth $1.15M as of Q3 2026.
Worth Asset Management bought 238 Lam Research shares in Q3 2026, an estimated $74.3K.
Lam Research made up 0.33% of Worth Asset Management's portfolio in Q3 2026, its #75 holding.
Worth Asset Management first reported a position in Lam Research in Q1 2022 and has held it in 9 quarters since.
Worth Asset Management's Lam Research position peaked at $2.49M in Q1 2024.
144 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Worth Asset Management's 13F filing for Q3 2026, filed 7 Oct 2026.