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Avantax Planning Partners’s Lam Research LRCX Stock Holding History

Avantax Planning Partners’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 		$3.42M Sell
7,881
-601
-7% -$182K 0.09% 119
2026
Q1 		$1.81M Sell
8,482
-3,256
-28% -$728K 0.05% 140
2025
Q4 		$2.01M Sell
11,738
-75
-0.6% -$11.7K 0.06% 130
2025
Q3 		$1.58M Sell
11,813
-126
-1% -$13.3K 0.05% 151
2025
Q2 		$1.16M Buy
11,939
+1,527
+15% +$121K 0.04% 179
2025
Q1 		$757K Buy
10,412
+581
+6% +$45.8K 0.03% 201
2024
Q4 		$710K Buy
9,831
+1,051
+12% +$79.7K 0.03% 207
2024
Q3 		$716K Sell
8,780
-4,430
-34% -$385K 0.03% 203
2024
Q2 		$1.41M Buy
13,210
+400
+3% +$38.4K 0.05% 170
2024
Q1 		$1.25M Buy
12,810
+1,710
+15% +$150K 0.04% 194
2023
Q4 		$869K Sell
11,100
-700
-6% -$47.7K 0.03% 182
2023
Q3 		$740K Buy
11,800
+10
+0.1% +$657 0.03% 189
2023
Q2 		$758K Sell
11,790
-60
-0.5% -$3.38K 0.03% 193
2023
Q1 		$628K Buy
11,850
+1,310
+12% +$64.3K 0.03% 215
2022
Q4 		$443K Sell
10,540
-1,400
-12% -$58.6K 0.02% 243
2022
Q3 		$437K Buy
+11,940
New +$532K 0.02% 233
2018
Q2 		– Sell
-1,720
Closed -$34K – 928
2018
Q1 		$34K Buy
+1,720
New +$34.1K ﹤0.01% 607

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

Avantax Planning Partners's LRCX Position: Q2 2026 in Review

Avantax Planning Partners reduced its Lam Research (LRCX) stake by 7.1% in Q2 2026, selling an estimated $182K and leaving 7,881 shares worth $3.42M. The position accounts for 0.09% of the portfolio, ranked #119.

Avantax Planning Partners first reported a position in LRCX in Q1 2018 and has held it in 17 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Avantax Planning Partners held 7,881 shares of Lam Research worth $3.42M as of Q2 2026.
  • Avantax Planning Partners sold 601 Lam Research shares in Q2 2026, an estimated $182K.
  • Lam Research made up 0.09% of Avantax Planning Partners's portfolio in Q2 2026, its #119 holding.
  • Avantax Planning Partners first reported a position in Lam Research in Q1 2018 and has held it in 17 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.