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Affinity Capital Advisors’s Lam Research LRCX Stock Holding History

Affinity Capital Advisors’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
Q2 		$684K Sell
1,954
-96
-5% -$29.1K 0.08% 92
2026
Q1 		$438K Sell
2,050
-606
-23% -$135K 0.06% 109
2025
Q4 		$455K Buy
2,656
+498
+23% +$77.5K 0.06% 107
2025
Q3 		$317K Sell
2,158
-348
-14% -$36.8K 0.05% 120
2025
Q2 		$244K Buy
+2,506
New +$199K 0.04% 139
2024
Q4 		– Sell
-2,500
Closed -$204K – 154
2024
Q3 		$204K Hold
2,500
– – 0.04% 148
2024
Q2 		$266K Hold
2,500
– – 0.06% 127
2024
Q1 		$243K Buy
+2,500
New +$220K 0.05% 133

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Affinity Capital Advisors's LRCX Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Lam Research (LRCX) stake by 4.7% in Q2 2026, selling an estimated $29.1K and leaving 1,954 shares worth $684K. The position accounts for 0.08% of the portfolio, ranked #92.

Affinity Capital Advisors first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Affinity Capital Advisors held 1,954 shares of Lam Research worth $684K as of Q2 2026.
  • Affinity Capital Advisors sold 96 Lam Research shares in Q2 2026, an estimated $29.1K.
  • Lam Research made up 0.08% of Affinity Capital Advisors's portfolio in Q2 2026, its #92 holding.
  • Affinity Capital Advisors first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.