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Calton & Associates’s Lam Research LRCX Stock Holding History

Calton & Associates’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 		– Sell
-1,003
Closed -$214K – 459
2026
Q1 		$214K Buy
+1,003
New +$224K 0.03% 409
2018
Q2 		– Sell
-17,660
Closed -$359K – 349
2018
Q1 		$359K Buy
17,660
+3,370
+24% +$66.8K 0.1% 198
2017
Q4 		$307K Buy
+14,290
New +$281K 0.08% 236

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

Calton & Associates's LRCX Position: Q2 2026 in Review

Calton & Associates sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 1,003 shares — an estimated $214K sold.

Calton & Associates first reported a position in LRCX in Q4 2017 and held it in 3 quarters. The position peaked at $359K in Q1 2018. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Calton & Associates reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 1,003 Lam Research shares in Q2 2026, an estimated $214K.
  • Calton & Associates first reported a position in Lam Research in Q4 2017 and held it in 3 quarters.
  • Calton & Associates's Lam Research position peaked at $359K in Q1 2018.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.