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Caerus Investment Advisors’s Lam Research LRCX Stock Holding History

Caerus Investment 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 		$2.72M Sell
6,272
-2,311
-27% -$702K 0.91% 18
2026
Q1 		$1.83M Buy
8,583
+20
+0.2% +$4.47K 0.76% 24
2025
Q4 		$1.47M Buy
8,563
+558
+7% +$86.8K 0.47% 36
2025
Q3 		$1.07M Buy
+8,005
New +$848K 0.44% 37

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

Caerus Investment Advisors's LRCX Position: Q2 2026 in Review

Caerus Investment Advisors reduced its Lam Research (LRCX) stake by 27% in Q2 2026, selling an estimated $702K and leaving 6,272 shares worth $2.72M. The position accounts for 0.91% of the portfolio, ranked #18.

Caerus Investment Advisors first reported a position in LRCX in Q3 2025 and has held it in 4 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Caerus Investment Advisors held 6,272 shares of Lam Research worth $2.72M as of Q2 2026.
  • Caerus Investment Advisors sold 2,311 Lam Research shares in Q2 2026, an estimated $702K.
  • Lam Research made up 0.91% of Caerus Investment Advisors's portfolio in Q2 2026, its #18 holding.
  • Caerus Investment Advisors first reported a position in Lam Research in Q3 2025 and has held it in 4 quarters since.
  • 3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.