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Capital Investment Advisors’s Lam Research LRCX Stock Holding History

Capital Investment Advisors’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 		$9.9M Sell
46,352
-3,098
-6% -$693K 0.14% 116
2025
Q4 		$8.46M Sell
49,450
-487
-1% -$75.7K 0.13% 125
2025
Q3 		$6.69M Buy
49,937
+3,226
+7% +$342K 0.11% 129
2025
Q2 		$4.55M Buy
46,711
+1,572
+3% +$125K 0.08% 149
2025
Q1 		$3.28M Buy
45,139
+9,846
+28% +$775K 0.06% 161
2024
Q4 		$2.55M Buy
35,293
+11,393
+48% +$864K 0.05% 186
2024
Q3 		$1.95M Buy
23,900
+5,200
+28% +$452K 0.04% 211
2024
Q2 		$1.99M Buy
18,700
+3,340
+22% +$320K 0.05% 195
2024
Q1 		$1.49M Buy
15,360
+4,110
+37% +$362K 0.03% 235
2023
Q4 		$881K Buy
11,250
+4,710
+72% +$321K 0.02% 287
2023
Q3 		$410K Buy
+6,540
New +$430K 0.01% 392
2022
Q1 		– Sell
-2,860
Closed -$206K – 606
2021
Q4 		$206K Buy
+2,860
New +$179K 0.01% 561
2021
Q3 		– Sell
-3,960
Closed -$257K – 587
2021
Q2 		$257K Buy
+3,960
New +$250K 0.01% 494

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Investment Advisors's LRCX Position: Q1 2026 in Review

Capital Investment Advisors reduced its Lam Research (LRCX) stake by 6.3% in Q1 2026, selling an estimated $693K and leaving 46,352 shares worth $9.9M. The position accounts for 0.14% of the portfolio, ranked #116.

Capital Investment Advisors first reported a position in LRCX in Q2 2021 and has held it in 13 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Capital Investment Advisors held 46,352 shares of Lam Research worth $9.9M as of Q1 2026.
  • Capital Investment Advisors sold 3,098 Lam Research shares in Q1 2026, an estimated $693K.
  • Lam Research made up 0.14% of Capital Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • Capital Investment Advisors first reported a position in Lam Research in Q2 2021 and has held it in 13 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.