CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Lam Research LRCX Stock Holding History

CAPTRUST 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
2023
Q4 		– Sell
-2,000
Closed -$125 – 2742
2023
Q3 		$125 Buy
+2,000
New +$131K ﹤0.01% 2595

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

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

CAPTRUST Financial Advisors reduced its Lam Research (LRCX) stake by 9.6% in Q1 2026, selling an estimated $21.4M and leaving 902,539 shares worth $193M. The position accounts for 0.34% of the portfolio, ranked #61.

CAPTRUST Financial Advisors first reported a position in LRCX in Q4 2017 and has held it in 32 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • CAPTRUST Financial Advisors held 902,539 shares of Lam Research worth $193M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 95,577 Lam Research shares in Q1 2026, an estimated $21.4M.
  • Lam Research made up 0.34% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • CAPTRUST Financial Advisors first reported a position in Lam Research in Q4 2017 and has held it in 32 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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