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Capital & Planning LLC’s Lam Research LRCX Stock Holding History

Capital & Planning LLC’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 		$4.27K Buy
+20
New +$4.47K ﹤0.01% 124
2025
Q1 		– Sell
-20
Closed -$1.45K – 115
2024
Q4 		$1.45K Buy
+20
New +$1.52K ﹤0.01% 171

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital & Planning LLC's LRCX Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Lam Research (LRCX) in Q1 2026: 20 shares worth $4.27K. The stake represents ﹤0.01% of the portfolio and ranks #124 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in LRCX as recently as Q4 2024.

Capital & Planning LLC first reported a position in LRCX in Q4 2024 and has held it in 2 quarters since. 2,640 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Capital & Planning LLC held 20 shares of Lam Research worth $4.27K as of Q1 2026.
  • Lam Research was a new Capital & Planning LLC position in Q1 2026.
  • Lam Research made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #124 holding.
  • Capital & Planning LLC first reported a position in Lam Research in Q4 2024 and has held it in 2 quarters since.
  • 2,640 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.