CAPTRUST Financial Advisors’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$406M Buy
937,685
+35,146
+4% +$10.7M 0.62% 30
2026
Q1
$193M Sell
902,539
-95,577
-10% -$21.4M 0.34% 61
2025
Q4
$171M Sell
998,116
-245,788
-20% -$38.2M 0.33% 57
2025
Q3
$167M Buy
1,243,904
+21,681
+2% +$2.3M 0.34% 55
2025
Q2
$119M Buy
1,222,223
+37,545
+3% +$2.98M 0.27% 74
2025
Q1
$86.1M Buy
1,184,678
+24,727
+2% +$1.95M 0.22% 94
2024
Q4
$83.8M Buy
1,159,951
+27,971
+2% +$2.12M 0.24% 87
2024
Q3
$92.4M Buy
1,131,980
+25,390
+2% +$2.21M 0.27% 82
2024
Q2
$118M Buy
1,106,590
+20,280
+2% +$1.95M 0.38% 54
2024
Q1
$106M Sell
1,086,310
-209,740
-16% -$18.5M 0.39% 56
2023
Q4
$102M Buy
1,296,050
+23,000
+2% +$1.57M 0.35% 63
2023
Q3
$79.8M Buy
1,273,050
+120,150
+10% +$7.89M 0.3% 72
2023
Q2
$74.1M Buy
1,152,900
+39,250
+4% +$2.21M 0.29% 74
2023
Q1
$59M Buy
1,113,650
+33,150
+3% +$1.63M 0.26% 90
2022
Q4
$45.4M Sell
1,080,500
-464,670
-30% -$19.4M 0.23% 102
2022
Q3
$56.6M Sell
1,545,170
-191,640
-11% -$8.53M 0.33% 67
2022
Q2
$74.3M Buy
1,736,810
+177,980
+11% +$8.47M 0.48% 43
2022
Q1
$84M Buy
1,558,830
+57,680
+4% +$3.36M 0.54% 36
2021
Q4
$108M Sell
1,501,150
-55,160
-4% -$3.46M 0.74% 22
2021
Q3
$88.8M Buy
1,556,310
+60,630
+4% +$3.69M 0.74% 22
2021
Q2
$97.5M Sell
1,495,680
-20,200
-1% -$1.28M 0.91% 13
2021
Q1
$90.4M Buy
1,515,880
+13,420
+0.9% +$731K 0.98% 11
2020
Q4
$71.2M Buy
1,502,460
+128,940
+9% +$5.42M 0.94% 12
2020
Q3
$46.8M Sell
1,373,520
-128,990
-9% -$4.44M 0.78% 21
2020
Q2
$47.9M Buy
1,502,510
+969,070
+182% +$26.4M 0.79% 20
2020
Q1
$12M Buy
533,440
+45,810
+9% +$1.32M 0.26% 101
2019
Q4
$14.6M Buy
487,630
+483,390
+11,401% +$12.8M 0.23% 113
2019
Q3
$98K Sell
4,240
-30
-0.7% -$630 ﹤0.01% 784
2019
Q2
$81K Sell
4,270
-1,320
-24% -$25K ﹤0.01% 823
2019
Q1
$101K Buy
5,590
+5,190
+1,298% +$86.6K ﹤0.01% 695
2018
Q4
$5K Buy
+400
New +$5.73K ﹤0.01% 1332
2018
Q2
Sell
-1,200
Closed -$23K 1566
2018
Q1
$23K Buy
1,200
+640
+114% +$12.7K ﹤0.01% 784
2017
Q4
$10K Buy
+560
New +$11K ﹤0.01% 987

Other funds holding LRCX

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

CAPTRUST Financial Advisors increased its Lam Research (LRCX) stake by 3.9% in Q2 2026, buying an estimated $10.7M and bringing the position to 937,685 shares worth $406M. The position accounts for 0.62% of the portfolio, ranked #30.

CAPTRUST Financial Advisors first reported a position in LRCX in Q4 2017 and has held it in 33 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • CAPTRUST Financial Advisors held 937,685 shares of Lam Research worth $406M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 35,146 Lam Research shares in Q2 2026, an estimated $10.7M.
  • Lam Research made up 0.62% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • CAPTRUST Financial Advisors first reported a position in Lam Research in Q4 2017 and has held it in 33 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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