CenterStar Asset Management’s Lam Research LRCX Stock Holding History

CenterStar 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	$1.63M	Buy	+7,638	New	+$1.71M	0.2%	100
2025 Q2	–	Sell	-20,917	Closed	-$1.66M	–	315
2025 Q1	$1.52M	Buy	+20,917	New	+$1.65M	0.36%	72
2022 Q4	–	Hold	0	–	–	–	223
2022 Q1	–	Hold	0	–	–	–	430
2021 Q4	–	Hold	0	–	–	–	604
2021 Q3	–	Hold	0	–	–	–	173
2019 Q4	–	Hold	0	–	–	–	67
2019 Q1	–	Hold	0	–	–	–	192
2018 Q3	–	Hold	0	–	–	–	161
2018 Q2	–	Hold	0	–	–	–	101
2018 Q1	–	Hold	0	–	–	–	361
2017 Q4	–	Hold	0	–	–	–	103

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

CenterStar Asset Management's LRCX Position: Q1 2026 in Review

CenterStar Asset Management opened a new position in Lam Research (LRCX) in Q1 2026: 7,638 shares worth $1.63M. The stake represents 0.2% of the portfolio and ranks #100 among its holdings. This is a return to the name: CenterStar Asset Management previously reported a position in LRCX as recently as Q1 2025.

CenterStar Asset Management first reported a position in LRCX in Q1 2025 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

CenterStar Asset Management held 7,638 shares of Lam Research worth $1.63M as of Q1 2026.
Lam Research was a new CenterStar Asset Management position in Q1 2026.
Lam Research made up 0.2% of CenterStar Asset Management's portfolio in Q1 2026, its #100 holding.
CenterStar Asset Management first reported a position in Lam Research in Q1 2025 and has held it in 2 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on CenterStar Asset Management's 13F filing for Q1 2026, filed 1 May 2026.