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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's LRCX Position: Q1 2026 in Review

Creative Planning increased its Lam Research (LRCX) stake by 6.3% in Q1 2026, buying an estimated $9.51M and bringing the position to 714,502 shares worth $153M. The position accounts for 0.1% of the portfolio, ranked #92.

Creative Planning first reported a position in LRCX in Q2 2013 and has held it in 51 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Creative Planning held 714,502 shares of Lam Research worth $153M as of Q1 2026.
Creative Planning bought 42,546 Lam Research shares in Q1 2026, an estimated $9.51M.
Lam Research made up 0.1% of Creative Planning's portfolio in Q1 2026, its #92 holding.
Creative Planning first reported a position in Lam Research in Q2 2013 and has held it in 51 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.