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Center For Asset Management’s Lam Research LRCX Stock Holding History

Center For 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
2026
Q1 		$408K Buy
+1,910
New +$427K 0.2% 97
2025
Q4 		– Sell
-1,773
Closed -$237K – 150
2025
Q3 		$237K Sell
1,773
-1,221
-41% -$129K 0.13% 126
2025
Q2 		$216K Sell
2,994
-112
-4% -$8.88K 0.13% 118
2025
Q1 		$226K Buy
3,106
+112
+4% +$8.82K 0.14% 121
2024
Q4 		$216K Buy
+2,994
New +$227K 0.14% 113
2024
Q3 		– Sell
-1,880
Closed -$200K – 126
2024
Q2 		$200K Buy
+1,880
New +$180K 0.13% 119

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

Center For Asset Management's LRCX Position: Q1 2026 in Review

Center For Asset Management opened a new position in Lam Research (LRCX) in Q1 2026: 1,910 shares worth $408K. The stake represents 0.2% of the portfolio and ranks #97 among its holdings. This is a return to the name: Center For Asset Management previously reported a position in LRCX as recently as Q3 2025.

Center For Asset Management first reported a position in LRCX in Q2 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Center For Asset Management held 1,910 shares of Lam Research worth $408K as of Q1 2026.
  • Lam Research was a new Center For Asset Management position in Q1 2026.
  • Lam Research made up 0.2% of Center For Asset Management's portfolio in Q1 2026, its #97 holding.
  • Center For Asset Management first reported a position in Lam Research in Q2 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.