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Capital Advisors Ltd’s Lam Research LRCX Stock Holding History

Capital Advisors Ltd’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 		$2.11M Buy
4,878
+201
+4% +$61K 0.21% 77
2026
Q1 		$999K Buy
4,677
+31
+0.7% +$6.93K 0.11% 121
2025
Q4 		$795K Buy
4,646
+51
+1% +$7.93K 0.09% 125
2025
Q3 		$615K Buy
4,595
+154
+3% +$16.3K 0.07% 147
2025
Q2 		$432K Buy
4,441
+277
+7% +$22K 0.05% 179
2025
Q1 		$303K Buy
4,164
+26
+0.6% +$2.05K 0.04% 219
2024
Q4 		$299K Buy
4,138
+18
+0.4% +$1.36K 0.04% 220
2024
Q3 		$336K Buy
4,120
+70
+2% +$6.09K 0.04% 204
2024
Q2 		$431K Buy
4,050
+100
+3% +$9.59K 0.06% 170
2024
Q1 		$384K Buy
3,950
+1,620
+70% +$143K 0.05% 184
2023
Q4 		$183K Hold
2,330
– – 0.03% 273
2023
Q3 		$146K Hold
2,330
– – 0.02% 291
2023
Q2 		$150K Buy
2,330
+2,180
+1,453% +$123K 0.02% 293
2023
Q1 		$8K Sell
150
-2,180
-94% -$107K ﹤0.01% 594
2022
Q4 		$6K Buy
2,330
+2,260
+3,229% +$94.5K ﹤0.01% 629
2022
Q3 		$3K Sell
70
-10
-13% -$445 ﹤0.01% 751
2022
Q2 		$3K Buy
+80
New +$3.81K ﹤0.01% 627
2022
Q1 		– Sell
-20
Closed -$1K – 1085
2021
Q4 		$1K Buy
+20
New +$1.25K ﹤0.01% 704
2018
Q1 		– Sell
-670
Closed -$12K – 393
2017
Q4 		$12K Hold
670
– – ﹤0.01% 315
2017
Q3 		$12K Hold
670
– – ﹤0.01% 315
2017
Q2 		$9K Hold
670
– – ﹤0.01% 334
2017
Q1 		$9K Hold
670
– – ﹤0.01% 313
2016
Q4 		$7K Buy
+670
New +$6.8K ﹤0.01% 315

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

Capital Advisors Ltd's LRCX Position: Q2 2026 in Review

Capital Advisors Ltd increased its Lam Research (LRCX) stake by 4.3% in Q2 2026, buying an estimated $61K and bringing the position to 4,878 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #77.

Capital Advisors Ltd first reported a position in LRCX in Q4 2016 and has held it in 23 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Capital Advisors Ltd held 4,878 shares of Lam Research worth $2.11M as of Q2 2026.
  • Capital Advisors Ltd bought 201 Lam Research shares in Q2 2026, an estimated $61K.
  • Lam Research made up 0.21% of Capital Advisors Ltd's portfolio in Q2 2026, its #77 holding.
  • Capital Advisors Ltd first reported a position in Lam Research in Q4 2016 and has held it in 23 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.