Cornerstone Planning’s Lam Research LRCX Stock Holding History

Cornerstone 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	$5.63M	Sell	12,988 -179	-1%	-$54.3K	1.3%	25
2026 Q1	$2.82M	Buy	+13,167	New	+$2.94M	0.64%	63

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning's LRCX Position: Q2 2026 in Review

Cornerstone Planning reduced its Lam Research (LRCX) stake by 1.4% in Q2 2026, selling an estimated $54.3K and leaving 12,988 shares worth $5.63M. The position accounts for 1.3% of the portfolio, ranked #25.

Cornerstone Planning first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Cornerstone Planning held 12,988 shares of Lam Research worth $5.63M as of Q2 2026.
Cornerstone Planning sold 179 Lam Research shares in Q2 2026, an estimated $54.3K.
Lam Research made up 1.3% of Cornerstone Planning's portfolio in Q2 2026, its #25 holding.
Cornerstone Planning first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.