BankPlus Wealth Management’s Lam Research LRCX Stock Holding History

BankPlus 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	$1.64M	Sell	3,776 -532	-12%	-$161K	0.74%	22
2026 Q1	$920K	Sell	4,308 -942	-18%	-$211K	0.48%	34
2025 Q4	$899K	Sell	5,250 -50	-0.9%	-$7.78K	0.5%	33
2025 Q3	$710K	Buy	5,300 +52	+1%	+$5.51K	0.42%	41
2025 Q2	$511K	Buy	5,248 +105	+2%	+$8.33K	0.34%	57
2025 Q1	$374K	Buy	5,143 +214	+4%	+$16.9K	0.27%	78
2024 Q4	$356K	Buy	+4,929	New	+$374K	0.27%	76

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

BankPlus Wealth Management's LRCX Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Lam Research (LRCX) stake by 12% in Q2 2026, selling an estimated $161K and leaving 3,776 shares worth $1.64M. The position accounts for 0.74% of the portfolio, ranked #22.

BankPlus Wealth Management first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

BankPlus Wealth Management held 3,776 shares of Lam Research worth $1.64M as of Q2 2026.
BankPlus Wealth Management sold 532 Lam Research shares in Q2 2026, an estimated $161K.
Lam Research made up 0.74% of BankPlus Wealth Management's portfolio in Q2 2026, its #22 holding.
BankPlus Wealth Management first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.