Capital Asset Advisory Services’s Lam Research LRCX Stock Holding History

Capital Asset Advisory Services’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 Q1	$654K	Buy	2,484 +1,084	+77%	+$242K	0.03%	165
2025 Q4	$290K	Buy	+1,400	New	+$218K	0.01%	240
2022 Q1	–	Sell	-3,200	Closed	-$231K	–	604
2021 Q4	$231K	Buy	+3,200	New	+$201K	0.02%	367
2021 Q3	–	Sell	-3,450	Closed	-$225K	–	730
2021 Q2	$225K	Buy	+3,450	New	+$218K	0.02%	407
2021 Q1	–	Sell	-850	Closed	-$40K	–	1134
2020 Q4	$40K	Buy	+850	New	+$35.8K	0.01%	675

Other funds holding LRCX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Capital Asset Advisory Services's LRCX Position: Q1 2026 in Review

Capital Asset Advisory Services increased its Lam Research (LRCX) stake by 77% in Q1 2026, buying an estimated $242K and bringing the position to 2,484 shares worth $654K. The position accounts for 0.03% of the portfolio, ranked #165.

Capital Asset Advisory Services first reported a position in LRCX in Q4 2020 and has held it in 5 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Capital Asset Advisory Services held 2,484 shares of Lam Research worth $654K as of Q1 2026.
Capital Asset Advisory Services bought 1,084 Lam Research shares in Q1 2026, an estimated $242K.
Lam Research made up 0.03% of Capital Asset Advisory Services's portfolio in Q1 2026, its #165 holding.
Capital Asset Advisory Services first reported a position in Lam Research in Q4 2020 and has held it in 5 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.