CPC
LRCX icon

Consolidated Planning Corp’s Lam Research LRCX Stock Holding History

Consolidated Planning Corp’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 		$2.38M Buy
+11,128
New +$2.49M 0.39% 48
2021
Q4 		– Sell
-50
Closed -$3K – 282
2021
Q3 		$3K Buy
+50
New +$3.04K ﹤0.01% 392

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

Consolidated Planning Corp's LRCX Position: Q1 2026 in Review

Consolidated Planning Corp opened a new position in Lam Research (LRCX) in Q1 2026: 11,128 shares worth $2.38M. The stake represents 0.39% of the portfolio and ranks #48 among its holdings. This is a return to the name: Consolidated Planning Corp previously reported a position in LRCX as recently as Q3 2021.

Consolidated Planning Corp first reported a position in LRCX in Q3 2021 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Consolidated Planning Corp held 11,128 shares of Lam Research worth $2.38M as of Q1 2026.
  • Lam Research was a new Consolidated Planning Corp position in Q1 2026.
  • Lam Research made up 0.39% of Consolidated Planning Corp's portfolio in Q1 2026, its #48 holding.
  • Consolidated Planning Corp first reported a position in Lam Research in Q3 2021 and has held it in 2 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.