Centennial Bank’s Lam Research LRCX Stock Holding History

Centennial Bank’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	$1.17M	Sell	5,470 -660	-11%	-$148K	0.42%	62
2025 Q4	$1.05M	Sell	6,130 -6,120	-50%	-$952K	0.42%	59
2025 Q3	$1.64M	Hold	12,250	–	–	0.64%	39
2025 Q2	$1.19M	Sell	12,250 -165	-1%	-$13.1K	0.5%	50
2025 Q1	$903K	Buy	+12,415	New	+$978K	0.43%	60
2024 Q4	–	Sell	-13,020	Closed	-$1.06M	–	324
2024 Q3	$1.06M	Sell	13,020 -470	-3%	-$40.9K	0.49%	53
2024 Q2	$1.44M	Sell	13,490 -10	-0.1%	-$959	0.7%	36
2024 Q1	$1.31M	Sell	13,500 -20	-0.1%	-$1.76K	0.67%	40
2023 Q4	$1.06M	Sell	13,520 -140	-1%	-$9.54K	0.63%	42
2023 Q3	$856K	Buy	13,660 +80	+0.6%	+$5.26K	0.59%	45
2023 Q2	$873K	Sell	13,580 -2,880	-17%	-$162K	0.59%	48
2023 Q1	$873K	Sell	16,460 -5,040	-23%	-$247K	0.57%	51
2022 Q4	$904K	Buy	+21,500	New	+$899K	0.52%	60

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centennial Bank's LRCX Position: Q1 2026 in Review

Centennial Bank reduced its Lam Research (LRCX) stake by 11% in Q1 2026, selling an estimated $148K and leaving 5,470 shares worth $1.17M. The position accounts for 0.42% of the portfolio, ranked #62.

Centennial Bank first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.64M in Q3 2025. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Centennial Bank held 5,470 shares of Lam Research worth $1.17M as of Q1 2026.
Centennial Bank sold 660 Lam Research shares in Q1 2026, an estimated $148K.
Lam Research made up 0.42% of Centennial Bank's portfolio in Q1 2026, its #62 holding.
Centennial Bank first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
Centennial Bank's Lam Research position peaked at $1.64M in Q3 2025.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Centennial Bank's 13F filing for Q1 2026, filed 6 May 2026.