Creative Planning’s Lam Research LRCX Stock Holding History

Creative 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
2021 Q2	–	Sell	-100,000	Closed	-$1.06M	–	2363
2021 Q1	$1.06M	Sell	100,000 -100,000	-50%	-$5.45M	﹤0.01%	990
2020 Q4	$938K	Hold	200,000	–	–	﹤0.01%	986
2020 Q3	$270K	Buy	+200,000	New	+$6.89M	﹤0.01%	1487
2020 Q2	–	Sell	-5,000	Closed	-$1K	–	2080
2020 Q1	$1K	Buy	+5,000	New	+$144K	﹤0.01%	1849
2019 Q2	–	Sell	-100,000	Closed	-$123K	–	2072
2019 Q1	$123K	Sell	100,000 -2,000	-2%	-$33.4K	﹤0.01%	1673
2018 Q4	$56K	Sell	102,000 -103,000	-50%	-$1.48M	﹤0.01%	1699
2018 Q3	$87K	Buy	205,000 +5,000	+3%	+$85.4K	﹤0.01%	1812
2018 Q2	$244K	Sell	200,000 -2,000	-1%	-$38.5K	﹤0.01%	1500
2018 Q1	$690K	Buy	202,000 +2,000	+1%	+$39.6K	﹤0.01%	925
2017 Q4	$453K	Buy	+200,000	New	+$3.93M	﹤0.01%	1138

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

Creative Planning's LRCX Position: Q2 2026 in Review

Creative Planning increased its Lam Research (LRCX) stake by 2% in Q2 2026, buying an estimated $4.31M and bringing the position to 728,684 shares worth $316M. The position accounts for 0.18% of the portfolio, ranked #58.

Creative Planning first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Creative Planning held 728,684 shares of Lam Research worth $316M as of Q2 2026.
Creative Planning bought 14,182 Lam Research shares in Q2 2026, an estimated $4.31M.
Lam Research made up 0.18% of Creative Planning's portfolio in Q2 2026, its #58 holding.
Creative Planning first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.