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Larry Mathis Financial Planning’s Lam Research LRCX Stock Holding History

Larry Mathis 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
2026
Q2 		$529K Sell
1,221
-397
-25% -$121K 0.4% 64
2026
Q1 		$346K Sell
1,618
-636
-28% -$142K 0.31% 96
2025
Q4 		$386K Buy
+2,254
New +$351K 0.34% 90

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

Larry Mathis Financial Planning's LRCX Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Lam Research (LRCX) stake by 25% in Q2 2026, selling an estimated $121K and leaving 1,221 shares worth $529K. The position accounts for 0.4% of the portfolio, ranked #64.

Larry Mathis Financial Planning first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,109 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Larry Mathis Financial Planning held 1,221 shares of Lam Research worth $529K as of Q2 2026.
  • Larry Mathis Financial Planning sold 397 Lam Research shares in Q2 2026, an estimated $121K.
  • Lam Research made up 0.4% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #64 holding.
  • Larry Mathis Financial Planning first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,109 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.