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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
Q2 		$2.47M Buy
5,710
+737
+15% +$224K 0.12% 46
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 $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

Capstone Financial Advisors's LRCX Position: Q2 2026 in Review

Capstone Financial Advisors increased its Lam Research (LRCX) stake by 15% in Q2 2026, buying an estimated $224K and bringing the position to 5,710 shares worth $2.47M. The position accounts for 0.12% of the portfolio, ranked #46.

Capstone Financial Advisors first reported a position in LRCX in Q2 2024 and has held it in 9 quarters since. 3,131 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Capstone Financial Advisors held 5,710 shares of Lam Research worth $2.47M as of Q2 2026.
  • Capstone Financial Advisors bought 737 Lam Research shares in Q2 2026, an estimated $224K.
  • Lam Research made up 0.12% of Capstone Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Capstone Financial Advisors first reported a position in Lam Research in Q2 2024 and has held it in 9 quarters since.
  • 3,131 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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