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OneAscent Financial Services’s Lam Research LRCX Stock Holding History

OneAscent Financial Services’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 		$1.02M Buy
4,791
+1,471
+44% +$329K 0.06% 214
2025
Q4 		$568K Sell
3,320
-607
-15% -$94.4K 0.05% 233
2025
Q3 		$526K Sell
3,927
-1,930
-33% -$204K 0.06% 222
2025
Q2 		$569K Sell
5,857
-1,007
-15% -$79.9K 0.04% 281
2025
Q1 		$500K Buy
+6,864
New +$541K 0.03% 336
2024
Q2 		– Sell
-4,220
Closed -$411K – 321
2024
Q1 		$411K Buy
4,220
+1,040
+33% +$91.5K 0.05% 234
2023
Q4 		$249K Buy
+3,180
New +$217K 0.03% 301
2022
Q2 		– Sell
-4,180
Closed -$225K – 240
2022
Q1 		$225K Sell
4,180
-20
-0.5% -$1.16K 0.16% 116
2021
Q4 		$302K Buy
+4,200
New +$263K 0.58% 78
2021
Q1 		$863K Sell
14,500
-300
-2% -$16.3K 0.85% 13
2020
Q4 		$701K Sell
14,800
-18,440
-55% -$776K 0.75% 16
2020
Q3 		$1.1M Buy
33,240
+640
+2% +$22K 0.58% 19
2020
Q2 		$1.05M Buy
32,600
+2,550
+8% +$69.5K 0.71% 13
2020
Q1 		$721K Sell
30,050
-100
-0.3% -$2.88K 0.54% 15
2019
Q4 		$882K Buy
+30,150
New +$801K 0.49% 17
2019
Q3 		– Sell
-54,130
Closed -$1.02M – 112
2019
Q2 		$1.02M Buy
+54,130
New +$1.03M 0.7% 11

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 Financial Services's LRCX Position: Q1 2026 in Review

OneAscent Financial Services increased its Lam Research (LRCX) stake by 44% in Q1 2026, buying an estimated $329K and bringing the position to 4,791 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #214.

OneAscent Financial Services first reported a position in LRCX in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.1M in Q3 2020. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • OneAscent Financial Services held 4,791 shares of Lam Research worth $1.02M as of Q1 2026.
  • OneAscent Financial Services bought 1,471 Lam Research shares in Q1 2026, an estimated $329K.
  • Lam Research made up 0.06% of OneAscent Financial Services's portfolio in Q1 2026, its #214 holding.
  • OneAscent Financial Services first reported a position in Lam Research in Q2 2019 and has held it in 16 quarters since.
  • OneAscent Financial Services's Lam Research position peaked at $1.1M in Q3 2020.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

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