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BFC Planning, Inc.’s Lam Research LRCX Stock Holding History

BFC Planning, Inc.’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 		$3.59M Buy
8,287
+338
+4% +$103K 0.15% 153
2026
Q1 		$1.7M Buy
7,949
+498
+7% +$111K 0.08% 253
2025
Q4 		$1.28M Buy
7,451
+1,329
+22% +$207K 0.06% 310
2025
Q3 		$820K Sell
6,122
-169
-3% -$17.9K 0.06% 271
2025
Q2 		$612K Buy
6,291
+124
+2% +$9.8K 0.05% 314
2025
Q1 		$449K Buy
6,167
+9
+0.1% +$709 0.04% 353
2024
Q4 		$445K Buy
+6,158
New +$467K 0.04% 364

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s LRCX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Lam Research (LRCX) stake by 4.3% in Q2 2026, buying an estimated $103K and bringing the position to 8,287 shares worth $3.59M. The position accounts for 0.15% of the portfolio, ranked #153.

BFC Planning, Inc. first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,159 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • BFC Planning, Inc. held 8,287 shares of Lam Research worth $3.59M as of Q2 2026.
  • BFC Planning, Inc. bought 338 Lam Research shares in Q2 2026, an estimated $103K.
  • Lam Research made up 0.15% of BFC Planning, Inc.'s portfolio in Q2 2026, its #153 holding.
  • BFC Planning, Inc. first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,159 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.