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Carrera Capital Advisors’s Lam Research LRCX Stock Holding History

Carrera Capital 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 		$563K Buy
1,299
+201
+18% +$61K 0.08% 126
2026
Q1 		$235K Sell
1,098
-249
-18% -$55.7K 0.04% 165
2025
Q4 		$231K Buy
+1,347
New +$210K 0.04% 157
2024
Q3 		– Sell
-3,080
Closed -$328K – 112
2024
Q2 		$328K Buy
+3,080
New +$295K 0.11% 69

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

Carrera Capital Advisors's LRCX Position: Q2 2026 in Review

Carrera Capital Advisors increased its Lam Research (LRCX) stake by 18% in Q2 2026, buying an estimated $61K and bringing the position to 1,299 shares worth $563K. The position accounts for 0.08% of the portfolio, ranked #126.

Carrera Capital Advisors first reported a position in LRCX in Q2 2024 and has held it in 4 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Carrera Capital Advisors held 1,299 shares of Lam Research worth $563K as of Q2 2026.
  • Carrera Capital Advisors bought 201 Lam Research shares in Q2 2026, an estimated $61K.
  • Lam Research made up 0.08% of Carrera Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Carrera Capital Advisors first reported a position in Lam Research in Q2 2024 and has held it in 4 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.