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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
Q2 		$803K Sell
1,852
-58
-3% -$17.6K 0.36% 69
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 $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 $3.38T AUM 44.17% 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

Center For Asset Management's LRCX Position: Q2 2026 in Review

Center For Asset Management reduced its Lam Research (LRCX) stake by 3% in Q2 2026, selling an estimated $17.6K and leaving 1,852 shares worth $803K. The position accounts for 0.36% of the portfolio, ranked #69.

Center For Asset Management first reported a position in LRCX in Q2 2024 and has held it in 7 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Center For Asset Management held 1,852 shares of Lam Research worth $803K as of Q2 2026.
  • Center For Asset Management sold 58 Lam Research shares in Q2 2026, an estimated $17.6K.
  • Lam Research made up 0.36% of Center For Asset Management's portfolio in Q2 2026, its #69 holding.
  • Center For Asset Management first reported a position in Lam Research in Q2 2024 and has held it in 7 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.