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Charter Oak Capital Management’s Lam Research LRCX Stock Holding History

Charter Oak Capital 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 		$202K Buy
+944
New +$211K 0.02% 205

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charter Oak Capital Management's LRCX Position: Q1 2026 in Review

Charter Oak Capital Management opened a new position in Lam Research (LRCX) in Q1 2026: 944 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #205 among its holdings.

2,640 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Charter Oak Capital Management held 944 shares of Lam Research worth $202K as of Q1 2026.
  • Lam Research was a new Charter Oak Capital Management position in Q1 2026.
  • Lam Research made up 0.02% of Charter Oak Capital Management's portfolio in Q1 2026, its #205 holding.
  • 2,640 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.