ACG
LRCX icon

Allen Capital Group’s Lam Research LRCX Stock Holding History

Allen Capital 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
Q1 		$597K Buy
2,795
+337
+14% +$75.3K 0.05% 181
2025
Q4 		$421K Buy
2,458
+153
+7% +$23.8K 0.04% 210
2025
Q3 		$309K Buy
2,305
+21
+0.9% +$2.22K 0.03% 222
2025
Q2 		$222K Buy
+2,284
New +$181K 0.02% 249

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allen Capital Group's LRCX Position: Q1 2026 in Review

Allen Capital Group increased its Lam Research (LRCX) stake by 14% in Q1 2026, buying an estimated $75.3K and bringing the position to 2,795 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #181.

Allen Capital Group first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Allen Capital Group held 2,795 shares of Lam Research worth $597K as of Q1 2026.
  • Allen Capital Group bought 337 Lam Research shares in Q1 2026, an estimated $75.3K.
  • Lam Research made up 0.05% of Allen Capital Group's portfolio in Q1 2026, its #181 holding.
  • Allen Capital Group first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.