OneAscent Financial Services
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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
Q3 		$1.26M Sell
3,821
-173
-4% -$54K 0.08% 189
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 		$1.06M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

OneAscent Financial Services's LRCX Position: Q3 2026 in Review

OneAscent Financial Services reduced its Lam Research (LRCX) stake by 4.3% in Q3 2026, selling an estimated $54K and leaving 3,821 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #189.

OneAscent Financial Services first reported a position in LRCX in Q2 2019 and has held it in 18 quarters since. The position peaked at $1.73M in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • OneAscent Financial Services held 3,821 shares of Lam Research worth $1.26M as of Q3 2026.
  • OneAscent Financial Services sold 173 Lam Research shares in Q3 2026, an estimated $54K.
  • Lam Research made up 0.08% of OneAscent Financial Services's portfolio in Q3 2026, its #189 holding.
  • OneAscent Financial Services first reported a position in Lam Research in Q2 2019 and has held it in 18 quarters since.
  • OneAscent Financial Services's Lam Research position peaked at $1.73M in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on OneAscent Financial Services's 13F filing for Q3 2026, filed 10 Nov 2026.