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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
Q2 		$1.73M Sell
3,994
-797
-17% -$242K 0.08% 155
2026
Q1 		$1.02M Buy
4,791
+1,471
+44% +$329K 0.06% 214
2025
Q4 		$568K Sell
3,320
-2,516
-43% -$391K 0.05% 233
2025
Q3 		$781K Sell
5,836
-21
-0.4% -$2.22K 0.05% 226
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 $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

OneAscent Financial Services's LRCX Position: Q2 2026 in Review

OneAscent Financial Services reduced its Lam Research (LRCX) stake by 17% in Q2 2026, selling an estimated $242K and leaving 3,994 shares worth $1.73M. The position accounts for 0.08% of the portfolio, ranked #155.

OneAscent Financial Services first reported a position in LRCX in Q2 2019 and has held it in 17 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • OneAscent Financial Services held 3,994 shares of Lam Research worth $1.73M as of Q2 2026.
  • OneAscent Financial Services sold 797 Lam Research shares in Q2 2026, an estimated $242K.
  • Lam Research made up 0.08% of OneAscent Financial Services's portfolio in Q2 2026, its #155 holding.
  • OneAscent Financial Services first reported a position in Lam Research in Q2 2019 and has held it in 17 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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