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 Q2	$886K	Sell	2,044 -440	-18%	-$134K	0.03%	155
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Asset Advisory Services's LRCX Position: Q2 2026 in Review

Capital Asset Advisory Services reduced its Lam Research (LRCX) stake by 18% in Q2 2026, selling an estimated $134K and leaving 2,044 shares worth $886K. The position accounts for 0.03% of the portfolio, ranked #155.

Capital Asset Advisory Services first reported a position in LRCX in Q4 2020 and has held it in 6 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Capital Asset Advisory Services held 2,044 shares of Lam Research worth $886K as of Q2 2026.
Capital Asset Advisory Services sold 440 Lam Research shares in Q2 2026, an estimated $134K.
Lam Research made up 0.03% of Capital Asset Advisory Services's portfolio in Q2 2026, its #155 holding.
Capital Asset Advisory Services first reported a position in Lam Research in Q4 2020 and has held it in 6 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.