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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
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 $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 Wealth Management Group (Oregon)'s LRCX Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Lam Research (LRCX) stake by 8.1% in Q1 2026, selling an estimated $294K and leaving 14,907 shares worth $3.18M. The position accounts for 1.96% of the portfolio, ranked #15.

Capstone Wealth Management Group (Oregon) first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Capstone Wealth Management Group (Oregon) held 14,907 shares of Lam Research worth $3.18M as of Q1 2026.
  • Capstone Wealth Management Group (Oregon) sold 1,316 Lam Research shares in Q1 2026, an estimated $294K.
  • Lam Research made up 1.96% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #15 holding.
  • Capstone Wealth Management Group (Oregon) first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.