Axim Planning & Wealth’s Lam Research LRCX Stock Holding History

Axim Planning & Wealth’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	–	Sell	-1,996	Closed	-$426K	–	97
2026 Q1	$426K	Sell	1,996 -1,810	-48%	-$405K	0.52%	38
2025 Q4	$652K	Buy	+3,806	New	+$592K	0.69%	26

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

Axim Planning & Wealth's LRCX Position: Q2 2026 in Review

Axim Planning & Wealth sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 1,996 shares — an estimated $426K sold.

Axim Planning & Wealth first reported a position in LRCX in Q4 2025 and held it in 2 quarters. The position peaked at $652K in Q4 2025. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Axim Planning & Wealth reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
Axim Planning & Wealth sold 1,996 Lam Research shares in Q2 2026, an estimated $426K.
Axim Planning & Wealth first reported a position in Lam Research in Q4 2025 and held it in 2 quarters.
Axim Planning & Wealth's Lam Research position peaked at $652K in Q4 2025.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.