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 $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.