Cape Investment Advisory’s Lam Research LRCX Stock Holding History

Cape Investment Advisory’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	$694K	Buy	1,602 +50	+3%	+$15.2K	0.19%	97
2026 Q1	$332K	Buy	1,552 +42	+3%	+$9.39K	0.11%	164
2025 Q4	$252K	Buy	1,510 +1,495	+9,967%	+$233K	0.08%	189
2025 Q3	$2.01K	Sell	15 -1,545	-99%	-$164K	﹤0.01%	676
2025 Q2	$152K	Sell	1,560 -298	-16%	-$23.6K	0.06%	213
2025 Q1	$135K	Sell	1,858 -47	-2%	-$3.7K	0.05%	214
2024 Q4	$138K	Buy	+1,905	New	+$144K	0.05%	212
2024 Q3	–	Sell	-1,360	Closed	-$145K	–	975
2024 Q2	$145K	Buy	1,360 +360	+36%	+$34.5K	0.07%	187
2024 Q1	$97.2K	Hold	1,000	–	–	0.05%	223
2023 Q4	$78.2K	Hold	1,000	–	–	0.04%	272
2023 Q3	$62.4K	Buy	1,000 +10	+1%	+$657	0.04%	263
2023 Q2	$63.9K	Sell	990 -290	-23%	-$16.3K	0.04%	254
2023 Q1	$67.9K	Buy	+1,280	New	+$62.8K	0.04%	228

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cape Investment Advisory's LRCX Position: Q2 2026 in Review

Cape Investment Advisory increased its Lam Research (LRCX) stake by 3.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,602 shares worth $694K. The position accounts for 0.19% of the portfolio, ranked #97.

Cape Investment Advisory first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cape Investment Advisory held 1,602 shares of Lam Research worth $694K as of Q2 2026.
Cape Investment Advisory bought 50 Lam Research shares in Q2 2026, an estimated $15.2K.
Lam Research made up 0.19% of Cape Investment Advisory's portfolio in Q2 2026, its #97 holding.
Cape Investment Advisory first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.