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Comprehensive Financial Planning’s Lam Research LRCX Stock Holding History

Comprehensive Financial 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
Q1 		$25.6K Hold
120
– – 0.02% 197
2025
Q4 		$20.5K Hold
120
– – 0.01% 213
2025
Q3 		$16.1K Hold
120
– – 0.01% 218
2025
Q2 		$11.7K Hold
120
– – 0.01% 227
2025
Q1 		$8.72K Hold
120
– – 0.01% 221
2024
Q4 		$8.67K Buy
+120
New +$9.1K 0.01% 252

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

Comprehensive Financial Planning's LRCX Position: Q1 2026 in Review

Comprehensive Financial Planning held its Lam Research (LRCX) position steady in Q1 2026 at 120 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #197.

Comprehensive Financial Planning first reported a position in LRCX in Q4 2024 and has held it in 6 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Comprehensive Financial Planning held 120 shares of Lam Research worth $25.6K as of Q1 2026.
  • Comprehensive Financial Planning left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #197 holding.
  • Comprehensive Financial Planning first reported a position in Lam Research in Q4 2024 and has held it in 6 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.