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Lam Research shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Lam Research

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All positions including Lam Research held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $319k 2.4k 133.92
2025-06-30 $213k 2.2k 97.34
2025-03-31 $253k 3.5k 72.71
2024-12-31 $251k 3.5k 72.23

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Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
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Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Lam Research

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
Ameriprise Financial
FMR
Invesco
Morgan Stanley
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Arrowstreet Capital, Limited Partnership
Nordea Investment Management Ab
Legal & General Group

View all funds holding Lam Research