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CFC Planning Company’s Lam Research LRCX Stock Holding History

CFC Planning Company’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 		$253K Sell
1,183
-387
-25% -$86.5K 0.18% 58
2025
Q4 		$269K Buy
+1,570
New +$244K 0.2% 56
2025
Q3 		– Sell
-2,412
Closed -$235K – 108
2025
Q2 		$235K Sell
2,412
-7,402
-75% -$587K 0.22% 67
2025
Q1 		$713K Buy
9,814
+1,210
+14% +$95.3K 0.76% 35
2024
Q4 		$621K Buy
+8,604
New +$653K 0.67% 37

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFC Planning Company's LRCX Position: Q1 2026 in Review

CFC Planning Company reduced its Lam Research (LRCX) stake by 25% in Q1 2026, selling an estimated $86.5K and leaving 1,183 shares worth $253K. The position accounts for 0.18% of the portfolio, ranked #58.

CFC Planning Company first reported a position in LRCX in Q4 2024 and has held it in 5 quarters since. The position peaked at $713K in Q1 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • CFC Planning Company held 1,183 shares of Lam Research worth $253K as of Q1 2026.
  • CFC Planning Company sold 387 Lam Research shares in Q1 2026, an estimated $86.5K.
  • Lam Research made up 0.18% of CFC Planning Company's portfolio in Q1 2026, its #58 holding.
  • CFC Planning Company first reported a position in Lam Research in Q4 2024 and has held it in 5 quarters since.
  • CFC Planning Company's Lam Research position peaked at $713K in Q1 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.