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
2025 Q3	–	Sell	-13,500	Closed	-$5.3K	–	3971
2025 Q2	$5.3K	Hold	13,500	–	–	﹤0.01%	3642
2025 Q1	$52.3K	Buy	+13,500	New	+$1.06M	﹤0.01%	3342
2021 Q2	–	Sell	-10,000	Closed	-$1K	–	2364
2021 Q1	$1K	Buy	+10,000	New	+$545K	﹤0.01%	2589
2019 Q3	–	Sell	-2,000	Closed	-$2K	–	2059
2019 Q2	$2K	Buy	+2,000	New	+$37.9K	﹤0.01%	1977
2018 Q4	–	Sell	-20,000	Closed	-$9K	–	2036
2018 Q3	$9K	Buy	+20,000	New	+$342K	﹤0.01%	1995
2017 Q3	–	Sell	-26,000	Closed	-$19K	–	2919
2017 Q2	$19K	Buy	+26,000	New	+$381K	﹤0.01%	3221

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.