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Capstone Wealth Management Group (Oregon)’s Lam Research LRCX Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$5.75M Sell
13,258
-1,649
-11% -$501K 3.46% 5
2026
Q1 		$3.18M Sell
14,907
-1,316
-8% -$294K 1.96% 15
2025
Q4 		$2.78M Sell
16,223
-190
-1% -$29.6K 1.68% 18
2025
Q3 		$2.2M Buy
16,413
+11
+0.1% +$1.17K 1.4% 23
2025
Q2 		$1.6M Buy
+16,402
New +$1.3M 1.16% 28

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 Wealth Management Group (Oregon)'s LRCX Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Lam Research (LRCX) stake by 11% in Q2 2026, selling an estimated $501K and leaving 13,258 shares worth $5.75M. The position accounts for 3.46% of the portfolio, ranked #5.

Capstone Wealth Management Group (Oregon) first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) held 13,258 shares of Lam Research worth $5.75M as of Q2 2026.
  • Capstone Wealth Management Group (Oregon) sold 1,649 Lam Research shares in Q2 2026, an estimated $501K.
  • Lam Research made up 3.46% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #5 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.