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Ascent Group’s Lam Research LRCX Stock Holding History

Ascent 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 		$4.39M Sell
20,566
-2,802
-12% -$626K 0.15% 136
2025
Q4 		$4M Buy
23,368
+1,485
+7% +$231K 0.14% 144
2025
Q3 		$2.93M Buy
21,883
+10,048
+85% +$1.06M 0.1% 186
2025
Q2 		$1.15M Sell
11,835
-587
-5% -$46.6K 0.04% 309
2025
Q1 		$903K Buy
+12,422
New +$978K 0.04% 346
2024
Q3 		– Sell
-2,070
Closed -$220K – 538
2024
Q2 		$220K Sell
2,070
-1,850
-47% -$177K 0.02% 479
2024
Q1 		$381K Buy
3,920
+50
+1% +$4.4K 0.03% 395
2023
Q4 		$351K Buy
3,870
+20
+0.5% +$1.36K 0.03% 396
2023
Q3 		$250K Sell
3,850
-2,080
-35% -$137K 0.03% 413
2023
Q2 		$413K Buy
5,930
+1,720
+41% +$96.9K 0.05% 337
2023
Q1 		$223K Buy
+4,210
New +$207K 0.02% 446

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

Ascent Group's LRCX Position: Q1 2026 in Review

Ascent Group reduced its Lam Research (LRCX) stake by 12% in Q1 2026, selling an estimated $626K and leaving 20,566 shares worth $4.39M. The position accounts for 0.15% of the portfolio, ranked #136.

Ascent Group first reported a position in LRCX in Q1 2023 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Ascent Group held 20,566 shares of Lam Research worth $4.39M as of Q1 2026.
  • Ascent Group sold 2,802 Lam Research shares in Q1 2026, an estimated $626K.
  • Lam Research made up 0.15% of Ascent Group's portfolio in Q1 2026, its #136 holding.
  • Ascent Group first reported a position in Lam Research in Q1 2023 and has held it in 11 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.