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Capital Performance Advisors’s Lam Research LRCX Stock Holding History

Capital Performance 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
Q2 		$3.45M Sell
7,956
-3,904
-33% -$1.19M 0.22% 50
2026
Q1 		$2.53M Buy
11,860
+301
+3% +$67.3K 0.17% 61
2025
Q4 		$1.98M Buy
11,559
+564
+5% +$87.7K 0.14% 72
2025
Q3 		$1.47M Buy
10,995
+369
+3% +$39.1K 0.24% 52
2025
Q2 		$1.03M Buy
10,626
+2,552
+32% +$202K 0.2% 61
2025
Q1 		$587K Buy
8,074
+1,857
+30% +$146K 0.13% 84
2024
Q4 		$449K Sell
6,217
-403
-6% -$30.6K 0.14% 63
2024
Q3 		$540K Buy
6,620
+200
+3% +$17.4K 0.16% 47
2024
Q2 		$684K Buy
6,420
+240
+4% +$23K 0.26% 40
2024
Q1 		$601K Buy
6,180
+50
+0.8% +$4.4K 0.23% 44
2023
Q4 		$480K Buy
6,130
+130
+2% +$8.86K 0.21% 38
2023
Q3 		$376K Sell
6,000
-70
-1% -$4.6K 0.19% 39
2023
Q2 		$390K Buy
6,070
+70
+1% +$3.95K 0.19% 36
2023
Q1 		$318K Hold
6,000
– – 0.17% 37
2022
Q4 		$252K Hold
6,000
– – 0.14% 38
2022
Q3 		$220K Hold
6,000
– – 0.14% 37
2022
Q2 		$256K Hold
6,000
– – 0.16% 36
2022
Q1 		$323K Hold
6,000
– – 0.18% 34
2021
Q4 		$333K Buy
+6,000
New +$376K 0.2% 30

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 Performance Advisors's LRCX Position: Q2 2026 in Review

Capital Performance Advisors reduced its Lam Research (LRCX) stake by 33% in Q2 2026, selling an estimated $1.19M and leaving 7,956 shares worth $3.45M. The position accounts for 0.22% of the portfolio, ranked #50.

Capital Performance Advisors first reported a position in LRCX in Q4 2021 and has held it in 19 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Capital Performance Advisors held 7,956 shares of Lam Research worth $3.45M as of Q2 2026.
  • Capital Performance Advisors sold 3,904 Lam Research shares in Q2 2026, an estimated $1.19M.
  • Lam Research made up 0.22% of Capital Performance Advisors's portfolio in Q2 2026, its #50 holding.
  • Capital Performance Advisors first reported a position in Lam Research in Q4 2021 and has held it in 19 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.