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Defined Financial Planning’s Lam Research LRCX Stock Holding History

Defined Financial 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 		$242K Sell
1,697
-534
-24% -$56.5K 0.2% 57
2025
Q2 		$225K Buy
+2,231
New +$177K 0.2% 65

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Financial Planning's LRCX Position: Q3 2025 in Review

Defined Financial Planning reduced its Lam Research (LRCX) stake by 24% in Q3 2025, selling an estimated $56.5K and leaving 1,697 shares worth $242K. The position accounts for 0.2% of the portfolio, ranked #57.

Defined Financial Planning first reported a position in LRCX in Q2 2025 and has held it in 2 quarters since. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Defined Financial Planning held 1,697 shares of Lam Research worth $242K as of Q3 2025.
  • Defined Financial Planning sold 534 Lam Research shares in Q3 2025, an estimated $56.5K.
  • Lam Research made up 0.2% of Defined Financial Planning's portfolio in Q3 2025, its #57 holding.
  • Defined Financial Planning first reported a position in Lam Research in Q2 2025 and has held it in 2 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.