Colonial Trust Advisors’s Lam Research LRCX Stock Holding History

Colonial Trust Advisors’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	$474K	Buy	1,095 +20	+2%	+$6.07K	0.03%	154
2026 Q1	$230K	Hold	1,075	–	–	0.02%	190
2025 Q4	$184K	Hold	1,075	–	–	0.01%	204
2025 Q3	$144K	Sell	1,075 -75	-7%	-$7.94K	0.01%	229
2025 Q2	$112K	Hold	1,150	–	–	0.01%	251
2025 Q1	$83.6K	Hold	1,150	–	–	0.01%	279
2024 Q4	$83.1K	Hold	1,150	–	–	0.01%	256
2024 Q3	$93.8K	Hold	1,150	–	–	0.01%	271
2024 Q2	$122K	Sell	1,150 -40	-3%	-$3.84K	0.01%	227
2024 Q1	$116K	Sell	1,190 -60	-5%	-$5.28K	0.01%	232
2023 Q4	$97.9K	Buy	1,250 +30	+2%	+$2.04K	0.01%	240
2023 Q3	$76.5K	Hold	1,220	–	–	0.01%	277
2023 Q2	$78.4K	Hold	1,220	–	–	0.01%	281
2023 Q1	$64.7K	Sell	1,220 -10	-0.8%	-$491	0.01%	302
2022 Q4	$51.7K	Buy	+1,230	New	+$51.5K	0.01%	328

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust Advisors's LRCX Position: Q2 2026 in Review

Colonial Trust Advisors increased its Lam Research (LRCX) stake by 1.9% in Q2 2026, buying an estimated $6.07K and bringing the position to 1,095 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #154.

Colonial Trust Advisors first reported a position in LRCX in Q4 2022 and has held it in 15 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Colonial Trust Advisors held 1,095 shares of Lam Research worth $474K as of Q2 2026.
Colonial Trust Advisors bought 20 Lam Research shares in Q2 2026, an estimated $6.07K.
Lam Research made up 0.03% of Colonial Trust Advisors's portfolio in Q2 2026, its #154 holding.
Colonial Trust Advisors first reported a position in Lam Research in Q4 2022 and has held it in 15 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.