OneAscent Wealth Management’s Lam Research LRCX Stock Holding History

OneAscent Wealth Management’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	$352K	Sell	812 -273	-25%	-$82.9K	0.1%	103
2026 Q1	$232K	Buy	+1,085	New	+$243K	0.08%	140
2025 Q4	–	Sell	-3,328	Closed	-$446K	–	177
2025 Q3	$446K	Buy	3,328 +116	+4%	+$12.3K	0.15%	78
2025 Q2	$313K	Buy	+3,212	New	+$255K	0.12%	111
2024 Q1	–	Sell	-5,890	Closed	-$463K	–	189
2023 Q4	$463K	Sell	5,890 -630	-10%	-$42.9K	0.18%	64
2023 Q3	$410K	Buy	+6,520	New	+$428K	0.18%	74
2022 Q2	–	Sell	-4,700	Closed	-$253K	–	212
2022 Q1	$253K	Buy	+4,700	New	+$274K	0.13%	162
2021 Q1	$1.81M	Sell	30,350 -670	-2%	-$36.5K	0.77%	14
2020 Q4	$1.47M	Buy	+31,020	New	+$1.31M	0.67%	17

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 $3.37T AUM 44.26% 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 Wealth Management's LRCX Position: Q2 2026 in Review

OneAscent Wealth Management reduced its Lam Research (LRCX) stake by 25% in Q2 2026, selling an estimated $82.9K and leaving 812 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #103.

OneAscent Wealth Management first reported a position in LRCX in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.81M in Q1 2021. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

OneAscent Wealth Management held 812 shares of Lam Research worth $352K as of Q2 2026.
OneAscent Wealth Management sold 273 Lam Research shares in Q2 2026, an estimated $82.9K.
Lam Research made up 0.1% of OneAscent Wealth Management's portfolio in Q2 2026, its #103 holding.
OneAscent Wealth Management first reported a position in Lam Research in Q4 2020 and has held it in 9 quarters since.
OneAscent Wealth Management's Lam Research position peaked at $1.81M in Q1 2021.
3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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