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Capstone Financial Advisors’s Lam Research LRCX Stock Holding History

Capstone Financial 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 		$1.06M Buy
4,973
+2,822
+131% +$631K 0.06% 60
2025
Q4 		$368K Sell
2,151
-232
-10% -$36.1K 0.02% 120
2025
Q3 		$319K Buy
2,383
+200
+9% +$21.2K 0.02% 136
2025
Q2 		$212K Sell
2,183
-1,294
-37% -$103K 0.01% 154
2025
Q1 		$253K Hold
3,477
– – 0.02% 124
2024
Q4 		$251K Sell
3,477
-3
-0.1% -$228 0.02% 127
2024
Q3 		$284K Buy
3,480
+10
+0.3% +$869 0.02% 122
2024
Q2 		$369K Buy
+3,470
New +$333K 0.02% 98

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

Capstone Financial Advisors's LRCX Position: Q1 2026 in Review

Capstone Financial Advisors increased its Lam Research (LRCX) stake by 131% in Q1 2026, buying an estimated $631K and bringing the position to 4,973 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #60.

Capstone Financial Advisors first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Capstone Financial Advisors held 4,973 shares of Lam Research worth $1.06M as of Q1 2026.
  • Capstone Financial Advisors bought 2,822 Lam Research shares in Q1 2026, an estimated $631K.
  • Lam Research made up 0.06% of Capstone Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Capstone Financial Advisors first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.