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Falcon Wealth Planning’s Lam Research LRCX Stock Holding History

Falcon Wealth 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 		$1.46M Sell
3,363
-495
-13% -$150K 0.09% 74
2026
Q1 		$824K Sell
3,858
-6
-0.2% -$1.34K 0.06% 95
2025
Q4 		$661K Sell
3,864
-44
-1% -$6.84K 0.06% 104
2025
Q3 		$523K Sell
3,908
-481
-11% -$50.9K 0.05% 111
2025
Q2 		$427K Sell
4,389
-1,206
-22% -$95.7K 0.04% 112
2025
Q1 		$407K Buy
+5,595
New +$441K 0.05% 113
2024
Q4 		– Sell
-5,430
Closed -$443K – 164
2024
Q3 		$443K Sell
5,430
-880
-14% -$76.5K 0.05% 98
2024
Q2 		$672K Buy
+6,310
New +$605K 0.09% 66

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

Falcon Wealth Planning's LRCX Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Lam Research (LRCX) stake by 13% in Q2 2026, selling an estimated $150K and leaving 3,363 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #74.

Falcon Wealth Planning first reported a position in LRCX in Q2 2024 and has held it in 8 quarters since. 3,121 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Falcon Wealth Planning held 3,363 shares of Lam Research worth $1.46M as of Q2 2026.
  • Falcon Wealth Planning sold 495 Lam Research shares in Q2 2026, an estimated $150K.
  • Lam Research made up 0.09% of Falcon Wealth Planning's portfolio in Q2 2026, its #74 holding.
  • Falcon Wealth Planning first reported a position in Lam Research in Q2 2024 and has held it in 8 quarters since.
  • 3,121 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.