Cascades Capital Asset Management’s Lam Research LRCX Stock Holding History

Cascades Capital Asset Management’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
2025 Q4	–	Sell	-2,098	Closed	-$281K	–	170
2025 Q3	$281K	Buy	2,098 +4	+0.2%	+$424	0.12%	101
2025 Q2	$204K	Buy	2,094 +8	+0.4%	+$635	0.1%	111
2025 Q1	$152K	Buy	+2,086	New	+$164K	0.08%	124

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cascades Capital Asset Management's LRCX Position: Q4 2025 in Review

Cascades Capital Asset Management sold out of Lam Research (LRCX) in Q4 2025, closing a stake of 2,098 shares — an estimated $281K sold.

Cascades Capital Asset Management first reported a position in LRCX in Q1 2025 and held it in 3 quarters. The position peaked at $281K in Q3 2025. 2,396 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

Cascades Capital Asset Management reported no remaining Lam Research position as of Q4 2025 after selling out during the quarter.
Cascades Capital Asset Management sold 2,098 Lam Research shares in Q4 2025, an estimated $281K.
Cascades Capital Asset Management first reported a position in Lam Research in Q1 2025 and held it in 3 quarters.
Cascades Capital Asset Management's Lam Research position peaked at $281K in Q3 2025.
2,396 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Cascades Capital Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.