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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OneAscent Family Office's LRCX Position: Q1 2026 in Review

OneAscent Family Office increased its Lam Research (LRCX) stake by 1.8% in Q1 2026, buying an estimated $7.6K and bringing the position to 1,957 shares worth $418K. The position accounts for 0.29% of the portfolio, ranked #84.

OneAscent Family Office first reported a position in LRCX in Q2 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • OneAscent Family Office held 1,957 shares of Lam Research worth $418K as of Q1 2026.
  • OneAscent Family Office bought 34 Lam Research shares in Q1 2026, an estimated $7.6K.
  • Lam Research made up 0.29% of OneAscent Family Office's portfolio in Q1 2026, its #84 holding.
  • OneAscent Family Office first reported a position in Lam Research in Q2 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.