Capital Advisors Inc’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $17.5M | Buy |
40,347
+71
| +0.2% | +$21.6K | 0.26% | 86 |
|
|
2026
Q1 | $8.61M | Buy |
40,276
+1,865
| +5% | +$417K | 0.14% | 95 |
|
|
2025
Q4 | $6.58M | Buy |
38,411
+8,398
| +28% | +$1.31M | 0.11% | 101 |
|
|
2025
Q3 | $4.02M | Sell |
30,013
-121
| -0.4% | -$12.8K | 0.07% | 105 |
|
|
2025
Q2 | $2.93M | Buy |
30,134
+207
| +0.7% | +$16.4K | 0.05% | 108 |
|
|
2025
Q1 | $2.18M | Buy |
29,927
+183
| +0.6% | +$14.4K | 0.04% | 116 |
|
|
2024
Q4 | $2.15M | Buy |
29,744
+4
| +0% | +$303 | 0.04% | 115 |
|
|
2024
Q3 | $2.43M | Sell |
29,740
-30
| -0.1% | -$2.61K | 0.05% | 112 |
|
|
2024
Q2 | $3.17M | Buy |
29,770
+160
| +0.5% | +$15.3K | 0.07% | 112 |
|
|
2024
Q1 | $2.88M | Buy |
29,610
+130
| +0.4% | +$11.4K | 0.06% | 113 |
|
|
2023
Q4 | $2.31M | Sell |
29,480
-80
| -0.3% | -$5.45K | 0.05% | 125 |
|
|
2023
Q3 | $1.85M | Buy |
29,560
+80
| +0.3% | +$5.26K | 0.05% | 106 |
|
|
2023
Q2 | $1.9M | Buy |
29,480
+1,110
| +4% | +$62.6K | 0.05% | 108 |
|
|
2023
Q1 | $1.5M | Hold |
28,370
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $1.19M | Hold |
28,370
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $894K | Hold |
28,370
| – | – | 0.03% | 133 |
|
|
2022
Q2 | $1.21M | Hold |
28,370
| – | – | 0.04% | 119 |
|
|
2022
Q1 | $1.52M | Sell |
28,370
-2,210
| -7% | -$129K | 0.04% | 105 |
|
|
2021
Q4 | $2.2M | Sell |
30,580
-610
| -2% | -$38.2K | 0.06% | 107 |
|
|
2021
Q3 | $1.77M | Buy |
31,190
+710
| +2% | +$43.2K | 0.05% | 112 |
|
|
2021
Q2 | $1.98M | Buy |
30,480
+610
| +2% | +$38.5K | 0.06% | 111 |
|
|
2021
Q1 | $1.78M | Hold |
29,870
| – | – | 0.06% | 111 |
|
|
2020
Q4 | $1.41M | Sell |
29,870
-160
| -0.5% | -$6.73K | 0.05% | 105 |
|
|
2020
Q3 | $996K | Buy |
30,030
+480
| +2% | +$16.5K | 0.04% | 105 |
|
|
2020
Q2 | $1.12M | Buy |
29,550
+400
| +1% | +$10.9K | 0.05% | 102 |
|
|
2020
Q1 | $700K | Sell |
29,150
-540
| -2% | -$15.5K | 0.04% | 102 |
|
|
2019
Q4 | $868K | Buy |
29,690
+540
| +2% | +$14.3K | 0.04% | 116 |
|
|
2019
Q3 | $548K | Hold |
29,150
| – | – | 0.03% | 132 |
|
|
2019
Q2 | $548K | Buy |
+29,150
| New | +$553K | 0.03% | 132 |
|
|
2019
Q1 | – | Sell |
-28,150
| Closed | -$383K | – | 160 |
|
|
2018
Q4 | $383K | Buy |
28,150
+150
| +0.5% | +$2.15K | 0.02% | 142 |
|
|
2018
Q3 | $425K | Sell |
28,000
-2,080
| -7% | -$35.5K | 0.03% | 138 |
|
|
2018
Q2 | $520K | Buy |
30,080
+80
| +0.3% | +$1.54K | 0.03% | 135 |
|
|
2018
Q1 | $609K | Hold |
30,000
| – | – | 0.04% | 136 |
|
|
2017
Q4 | $552K | Hold |
30,000
| – | – | 0.03% | 139 |
|
|
2017
Q3 | $555K | Hold |
30,000
| – | – | 0.03% | 134 |
|
|
2017
Q2 | $424K | Buy |
+30,000
| New | +$440K | 0.03% | 142 |
|
Other funds holding LRCX
LMFP
HPC
MBI
AIM
Capital Advisors Inc's LRCX Position: Q2 2026 in Review
Capital Advisors Inc increased its Lam Research (LRCX) stake by 0.18% in Q2 2026, buying an estimated $21.6K and bringing the position to 40,347 shares worth $17.5M. The position accounts for 0.26% of the portfolio, ranked #86.
Capital Advisors Inc first reported a position in LRCX in Q2 2017 and has held it in 36 quarters since. 898 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.
- Capital Advisors Inc held 40,347 shares of Lam Research worth $17.5M as of Q2 2026.
- Capital Advisors Inc bought 71 Lam Research shares in Q2 2026, an estimated $21.6K.
- Lam Research made up 0.26% of Capital Advisors Inc's portfolio in Q2 2026, its #86 holding.
- Capital Advisors Inc first reported a position in Lam Research in Q2 2017 and has held it in 36 quarters since.
- 898 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.
Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.