U.S. Capital Wealth Advisors’s Lam Research LRCX Stock Holding History

U.S. Capital Wealth Advisors’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	$18M	Buy	84,201 +4,613	+6%	+$1.03M	0.45%	44
2025 Q4	$13.6M	Buy	79,588 +1,654	+2%	+$257K	0.36%	65
2025 Q3	$10.4M	Buy	77,934 +71,840	+1,179%	+$7.61M	0.28%	89
2025 Q2	$593K	Buy	6,094 +192	+3%	+$15.2K	0.02%	555
2025 Q1	$429K	Buy	5,902 +289	+5%	+$22.8K	0.01%	615
2024 Q4	$405K	Buy	5,613 +1,763	+46%	+$134K	0.01%	608
2024 Q3	$314K	Buy	3,850 +500	+15%	+$43.5K	0.01%	576
2024 Q2	$357K	Buy	3,350 +120	+4%	+$11.5K	0.01%	532
2024 Q1	$314K	Buy	+3,230	New	+$284K	0.01%	557
2023 Q1	–	Sell	-2,590	Closed	-$109K	–	1142
2022 Q4	$109K	Buy	+2,590	New	+$108K	0.01%	724
2022 Q3	–	Sell	-77,780	Closed	-$3.31M	–	660
2022 Q2	$3.31M	Sell	77,780 -4,010	-5%	-$191K	0.15%	144
2022 Q1	$4.4M	Buy	81,790 +59,890	+273%	+$3.49M	0.16%	131
2021 Q4	$1.57M	Buy	21,900 +1,430	+7%	+$89.6K	0.06%	312
2021 Q3	$1.17M	Buy	+20,470	New	+$1.25M	0.05%	359

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's LRCX Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Lam Research (LRCX) stake by 5.8% in Q1 2026, buying an estimated $1.03M and bringing the position to 84,201 shares worth $18M. The position accounts for 0.45% of the portfolio, ranked #44.

U.S. Capital Wealth Advisors first reported a position in LRCX in Q3 2021 and has held it in 14 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

U.S. Capital Wealth Advisors held 84,201 shares of Lam Research worth $18M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,613 Lam Research shares in Q1 2026, an estimated $1.03M.
Lam Research made up 0.45% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #44 holding.
U.S. Capital Wealth Advisors first reported a position in Lam Research in Q3 2021 and has held it in 14 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.