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	$887K	Buy	+2,700	New	+$843K	0.21%	87
2026 Q2	–	Sell	-4,500	Closed	-$961K	–	403
2026 Q1	$961K	Buy	+4,500	New	+$1.01M	0.12%	195
2025 Q4	–	Sell	-9,500	Closed	-$1.27M	–	346
2025 Q3	$1.27M	Buy	9,500 +2,600	+38%	+$275K	0.27%	95
2025 Q2	$672K	Sell	6,900 -20,900	-75%	-$1.66M	0.16%	100
2025 Q1	$2.02M	Buy	27,800 +19,600	+239%	+$1.54M	0.48%	52
2024 Q4	$592K	Buy	+8,200	New	+$622K	0.21%	101
2024 Q3	–	Sell	-14,000	Closed	-$1.49M	–	351
2024 Q2	$1.49M	Buy	+14,000	New	+$1.34M	0.42%	47
2023 Q3	–	Sell	-9,000	Closed	-$579K	–	404
2023 Q2	$579K	Buy	+9,000	New	+$507K	0.06%	185
2023 Q1	–	Hold	0	–	-$143K	–	258
2022 Q4	–	Hold	0	–	–	–	206
2022 Q3	–	Hold	0	–	–	–	167
2022 Q2	–	Hold	0	–	-$1.98M	–	535
2022 Q1	–	Hold	0	–	–	–	132
2021 Q4	–	Hold	0	–	–	–	66
2021 Q3	–	Hold	0	–	–	–	165
2020 Q1	–	Hold	0	–	-$12K	–	818
2019 Q4	–	Hold	0	–	–	–	332
2019 Q2	–	Hold	0	–	-$4K	–	390
2019 Q1	–	Hold	0	–	–	–	317
2018 Q4	–	Hold	0	–	-$78K	–	671
2018 Q3	–	Hold	0	–	–	–	225
2018 Q2	–	Hold	0	–	–	–	174
2018 Q1	–	Hold	0	–	–	–	239
2017 Q4	–	Hold	0	–	–	–	283

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

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 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. 125 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.
125 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.