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Essential Planning’s Lam Research LRCX Stock Holding History

Essential 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
2026
Q2 		$442K Hold
1,020
– – 0.12% 59
2026
Q1 		$218K Buy
+1,020
New +$228K 0.07% 83
2025
Q1 		– Sell
-38,540
Closed -$2.92M – 209
2024
Q4 		$2.92M Buy
+38,540
New +$2.92M 0.02% 162

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Planning's LRCX Position: Q2 2026 in Review

Essential Planning held its Lam Research (LRCX) position steady in Q2 2026 at 1,020 shares worth $442K. The position accounts for 0.12% of the portfolio, ranked #59.

Essential Planning first reported a position in LRCX in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.92M in Q4 2024. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Essential Planning held 1,020 shares of Lam Research worth $442K as of Q2 2026.
  • Essential Planning left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.12% of Essential Planning's portfolio in Q2 2026, its #59 holding.
  • Essential Planning first reported a position in Lam Research in Q4 2024 and has held it in 3 quarters since.
  • Essential Planning's Lam Research position peaked at $2.92M in Q4 2024.
  • 3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.