Semiconductor Firm SMART Wealth Reduces Lam Research Holdings

Institutional investor SMART Wealth LLC cuts its stake in semiconductor equipment maker Lam Research Corporation by over 73%.

Apr. 18, 2026 at 10:52am

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An extreme, cinematic close-up of heavy, tangible banking mechanics and objects in the style of Margaret Bourke-White, representing the physical infrastructure and equipment that powers the semiconductor industry.Extreme close-up of the complex machinery powering the semiconductor industry, reflecting the capital-intensive nature of Lam Research's business.Fremont Today

SMART Wealth LLC, an institutional investment firm, has significantly reduced its position in Lam Research Corporation (NASDAQ: LRCX), a leading semiconductor equipment manufacturer. According to a recent 13F filing, SMART Wealth sold 6,561 shares of Lam Research, decreasing its holdings in the company by 73.4% during the fourth quarter.

Why it matters

Lam Research is a key supplier of critical wafer fabrication equipment and services to the global semiconductor industry. Changes in institutional ownership of the company's stock can signal shifts in investor sentiment and broader trends within the tech sector.

The details

In its latest 13F filing, SMART Wealth reported owning 2,376 shares of Lam Research, valued at approximately $407,000 as of the end of the fourth quarter. This represents a significant reduction from the firm's previous position of 8,937 shares. The sell-off comes amid a broader rally in Lam Research's stock price, which has risen over 30% in the past year.

  • SMART Wealth LLC reduced its Lam Research holdings during the fourth quarter of 2025.
  • The 13F filing disclosing the reduced position was submitted on April 18, 2026.

The players

SMART Wealth LLC

An institutional investment firm that has reduced its stake in semiconductor equipment maker Lam Research Corporation.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

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The takeaway

The reduction in SMART Wealth's Lam Research holdings reflects broader shifts in institutional investor sentiment around semiconductor equipment manufacturers. As the industry navigates supply chain challenges and evolving technology trends, changes in major shareholders' positions can provide insights into the market's outlook for leading firms like Lam Research.