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 Q3	$657K	Buy	+2,000	New	+$625K	0.15%	113
2025 Q4	–	Sell	-9,100	Closed	-$1.22M	–	345
2025 Q3	$1.22M	Buy	9,100 +2,400	+36%	+$254K	0.26%	98
2025 Q2	$652K	Buy	6,700 +2,500	+60%	+$198K	0.16%	102
2025 Q1	$305K	Sell	4,200 -1,900	-31%	-$150K	0.07%	264
2024 Q4	$441K	Buy	+6,100	New	+$463K	0.15%	129
2023 Q3	–	Sell	-6,000	Closed	-$386K	–	403
2023 Q2	$386K	Buy	6,000 +2,000	+50%	+$113K	0.04%	238
2023 Q1	$212K	Buy	+4,000	New	+$196K	0.08%	166
2022 Q4	–	Hold	0	–	-$735K	–	342
2022 Q3	–	Hold	0	–	–	–	139
2022 Q2	–	Hold	0	–	–	–	280
2022 Q1	–	Hold	0	–	–	–	394
2021 Q4	–	Hold	0	–	–	–	150
2020 Q1	–	Hold	0	–	-$71K	–	817
2019 Q4	–	Hold	0	–	–	–	166
2019 Q2	–	Hold	0	–	-$2K	–	389
2019 Q1	–	Hold	0	–	–	–	346
2018 Q4	–	Hold	0	–	-$32K	–	670
2018 Q3	–	Hold	0	–	–	–	374
2018 Q2	–	Hold	0	–	–	–	258
2018 Q1	–	Hold	0	–	–	–	279
2017 Q4	–	Hold	0	–	–	–	574

Other funds holding LRCX

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

CenterStar Asset Management's LRCX Position: Q3 2026 in Review

CenterStar Asset Management opened a new position in Lam Research (LRCX) in Q3 2026: 840 shares worth $277K. The stake represents 0.07% of the portfolio and ranks #184 among its holdings. This is a return to the name: CenterStar Asset Management previously reported a position in LRCX as recently as Q1 2026.

CenterStar Asset Management first reported a position in LRCX in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q1 2026. 118 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

CenterStar Asset Management held 840 shares of Lam Research worth $277K as of Q3 2026.
Lam Research was a new CenterStar Asset Management position in Q3 2026.
Lam Research made up 0.07% of CenterStar Asset Management's portfolio in Q3 2026, its #184 holding.
CenterStar Asset Management first reported a position in Lam Research in Q1 2025 and has held it in 3 quarters since.
CenterStar Asset Management's Lam Research position peaked at $1.63M in Q1 2026.
118 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on CenterStar Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.