OneAscent Family Office’s Lam Research LRCX Stock Holding History

OneAscent Family Office’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	$1.03M	Buy	2,379 +422	+22%	+$128K	0.52%	42
2026 Q1	$418K	Buy	1,957 +34	+2%	+$7.6K	0.29%	84
2025 Q4	$329K	Sell	1,923 -615	-24%	-$95.7K	0.22%	105
2025 Q3	$340K	Buy	2,538 +38	+2%	+$4.02K	0.28%	93
2025 Q2	$243K	Buy	+2,500	New	+$198K	0.23%	109

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 $3.38T AUM 44.17% 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

OneAscent Family Office's LRCX Position: Q2 2026 in Review

OneAscent Family Office increased its Lam Research (LRCX) stake by 22% in Q2 2026, buying an estimated $128K and bringing the position to 2,379 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #42.

OneAscent Family Office first reported a position in LRCX in Q2 2025 and has held it in 5 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

OneAscent Family Office held 2,379 shares of Lam Research worth $1.03M as of Q2 2026.
OneAscent Family Office bought 422 Lam Research shares in Q2 2026, an estimated $128K.
Lam Research made up 0.52% of OneAscent Family Office's portfolio in Q2 2026, its #42 holding.
OneAscent Family Office first reported a position in Lam Research in Q2 2025 and has held it in 5 quarters since.
3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.