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Cornerstone Planning Group’s Lam Research LRCX Stock Holding History

Cornerstone Planning Group’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 		$138K Sell
433
-3
-0.7% -$911 0.02% 203
2026
Q1 		$120K Buy
436
+108
+33% +$24.1K 0.02% 219
2025
Q4 		$78.5K Sell
328
-113
-26% -$17.6K 0.01% 251
2025
Q3 		$71.1K Sell
441
-20
-4% -$2.12K 0.01% 261
2025
Q2 		$44.6K Sell
461
-61
-12% -$4.84K 0.01% 258
2025
Q1 		$34.8K Buy
522
+102
+24% +$8.03K 0.01% 295
2024
Q4 		$31.8K Sell
420
-3,120
-88% -$237K 0.01% 242
2024
Q3 		$27.7K Buy
3,540
+3,120
+743% +$271K 0.01% 256
2024
Q2 		$32.4K Sell
420
-150
-26% -$14.4K 0.01% 255
2024
Q1 		$51.8K Sell
570
-50
-8% -$4.4K 0.02% 171
2023
Q4 		$48.6K Sell
620
-100
-14% -$6.82K 0.02% 188
2023
Q3 		$45.1K Sell
720
-170
-19% -$11.2K 0.02% 193
2023
Q2 		$57.2K Buy
+890
New +$50.2K 0.02% 220
2022
Q4 		$29K Buy
+640
New +$26.8K 0.01% 354

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

Cornerstone Planning Group's LRCX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Lam Research (LRCX) stake by 0.69% in Q2 2026, selling an estimated $911 and leaving 433 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #203.

Cornerstone Planning Group first reported a position in LRCX in Q4 2022 and has held it in 14 quarters since. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Cornerstone Planning Group held 433 shares of Lam Research worth $138K as of Q2 2026.
  • Cornerstone Planning Group sold 3 Lam Research shares in Q2 2026, an estimated $911.
  • Lam Research made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #203 holding.
  • Cornerstone Planning Group first reported a position in Lam Research in Q4 2022 and has held it in 14 quarters since.
  • 3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.