ASB Consultores’s Lam Research LRCX Stock Holding History

ASB Consultores’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	$204K	Buy	+740	New	+$165K	0.68%	36
2025 Q3	–	Sell	-4,543	Closed	-$442K	–	88
2025 Q2	$442K	Buy	4,543 +35	+0.8%	+$2.78K	0.3%	63
2025 Q1	$328K	Sell	4,508 -628	-12%	-$49.5K	0.21%	69
2024 Q4	$371K	Buy	+5,136	New	+$390K	0.15%	111
2024 Q3	–	Sell	-7,610	Closed	-$810K	–	216
2024 Q2	$810K	Sell	7,610 -2,150	-22%	-$206K	0.29%	40
2024 Q1	$948K	Buy	9,760 +4,620	+90%	+$406K	0.25%	59
2023 Q4	$403K	Sell	5,140 -1,580	-24%	-$108K	0.13%	56
2023 Q3	$421K	Sell	6,720 -310	-4%	-$20.4K	0.17%	58
2023 Q2	$452K	Sell	7,030 -860	-11%	-$48.5K	0.22%	88
2023 Q1	$418K	Buy	7,890 +510	+7%	+$25K	0.17%	98
2022 Q4	$310K	Buy	7,380 +170	+2%	+$7.11K	0.13%	126
2022 Q3	$264K	Buy	+7,210	New	+$321K	0.12%	133
2022 Q2	–	Sell	-4,630	Closed	-$249K	–	208
2022 Q1	$249K	Buy	4,630 +940	+25%	+$54.7K	0.11%	177
2021 Q4	$265K	Buy	+3,690	New	+$231K	0.13%	172

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ASB Consultores's LRCX Position: Q1 2026 in Review

ASB Consultores opened a new position in Lam Research (LRCX) in Q1 2026: 740 shares worth $204K. The stake represents 0.68% of the portfolio and ranks #36 among its holdings. This is a return to the name: ASB Consultores previously reported a position in LRCX as recently as Q2 2025.

ASB Consultores first reported a position in LRCX in Q4 2021 and has held it in 14 quarters since. The position peaked at $948K in Q1 2024. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

ASB Consultores held 740 shares of Lam Research worth $204K as of Q1 2026.
Lam Research was a new ASB Consultores position in Q1 2026.
Lam Research made up 0.68% of ASB Consultores's portfolio in Q1 2026, its #36 holding.
ASB Consultores first reported a position in Lam Research in Q4 2021 and has held it in 14 quarters since.
ASB Consultores's Lam Research position peaked at $948K in Q1 2024.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on ASB Consultores's 13F filing for Q1 2026, filed 15 May 2026.