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One Capital Management’s Lam Research LRCX Stock Holding History

One 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
Q2 		$1.76M Hold
8,229
– – 0.05% 235
2026
Q1 		$1.76M Sell
8,229
-100
-1% -$22.4K 0.05% 233
2025
Q4 		$1.43M Sell
8,329
-55
-0.7% -$8.55K 0.04% 247
2025
Q3 		$1.12M Buy
+8,384
New +$888K 0.04% 251
2024
Q3 		– Sell
-2,280
Closed -$243K – 388
2024
Q2 		$243K Buy
2,280
+50
+2% +$4.79K 0.01% 347
2024
Q1 		$217K Buy
+2,230
New +$196K 0.01% 286
2022
Q1 		– Sell
-3,510
Closed -$252K – 321
2021
Q4 		$252K Buy
+3,510
New +$220K 0.02% 237

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

One Capital Management's LRCX Position: Q2 2026 in Review

One Capital Management held its Lam Research (LRCX) position steady in Q2 2026 at 8,229 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #235.

One Capital Management first reported a position in LRCX in Q4 2021 and has held it in 7 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • One Capital Management held 8,229 shares of Lam Research worth $1.76M as of Q2 2026.
  • One Capital Management left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.05% of One Capital Management's portfolio in Q2 2026, its #235 holding.
  • One Capital Management first reported a position in Lam Research in Q4 2021 and has held it in 7 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.