Capital A Wealth Management’s Lam Research LRCX Stock Holding History

Capital A Wealth Management’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
2025 Q2	–	Sell	-209	Closed	-$15.2K	–	676
2025 Q1	$15.2K	Hold	209	–	–	0.02%	254
2024 Q4	$15.1K	Buy	+209	New	+$15.9K	0.03%	268

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Capital A Wealth Management's LRCX Position: Q2 2025 in Review

Capital A Wealth Management sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 209 shares — an estimated $15.2K sold.

Capital A Wealth Management first reported a position in LRCX in Q4 2024 and held it in 2 quarters. The position peaked at $15.2K in Q1 2025. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Capital A Wealth Management reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 209 Lam Research shares in Q2 2025, an estimated $15.2K.
Capital A Wealth Management first reported a position in Lam Research in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Lam Research position peaked at $15.2K in Q1 2025.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.