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Capital Wealth Planning’s Lam Research LRCX Stock Holding History

Capital Wealth Planning’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 		$21.8M Sell
50,366
-1,960
-4% -$595K 0.11% 68
2026
Q1 		$11.2M Buy
+52,326
New +$11.7M 0.06% 87
2025
Q2 		– Sell
-3,505
Closed -$255K – 146
2025
Q1 		$255K Buy
+3,505
New +$276K ﹤0.01% 130

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

Capital Wealth Planning's LRCX Position: Q2 2026 in Review

Capital Wealth Planning reduced its Lam Research (LRCX) stake by 3.7% in Q2 2026, selling an estimated $595K and leaving 50,366 shares worth $21.8M. The position accounts for 0.11% of the portfolio, ranked #68.

Capital Wealth Planning first reported a position in LRCX in Q1 2025 and has held it in 3 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Capital Wealth Planning held 50,366 shares of Lam Research worth $21.8M as of Q2 2026.
  • Capital Wealth Planning sold 1,960 Lam Research shares in Q2 2026, an estimated $595K.
  • Lam Research made up 0.11% of Capital Wealth Planning's portfolio in Q2 2026, its #68 holding.
  • Capital Wealth Planning first reported a position in Lam Research in Q1 2025 and has held it in 3 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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