Colonial Trust Advisors
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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
Q3 		$360K Hold
1,095
– – 0.02% 165
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Colonial Trust Advisors's LRCX Position: Q3 2026 in Review

Colonial Trust Advisors held its Lam Research (LRCX) position steady in Q3 2026 at 1,095 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #165.

Colonial Trust Advisors first reported a position in LRCX in Q4 2022 and has held it in 16 quarters since. The position peaked at $474K in Q2 2026. 2,587 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Colonial Trust Advisors held 1,095 shares of Lam Research worth $360K as of Q3 2026.
  • Colonial Trust Advisors left its Lam Research share count unchanged in Q3 2026.
  • Lam Research made up 0.02% of Colonial Trust Advisors's portfolio in Q3 2026, its #165 holding.
  • Colonial Trust Advisors first reported a position in Lam Research in Q4 2022 and has held it in 16 quarters since.
  • Colonial Trust Advisors's Lam Research position peaked at $474K in Q2 2026.
  • 2,587 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.