Momentum Wealth Planning’s Lam Research LRCX Stock Holding History

Momentum 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	–	Sell	-11,131	Closed	-$2.38M	–	41
2026 Q1	$2.38M	Buy	+11,131	New	+$2.49M	2.12%	13

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Momentum Wealth Planning sold out of Lam Research (LRCX) in Q2 2026, closing a stake of 11,131 shares — an estimated $2.38M sold.

Momentum Wealth Planning first reported a position in LRCX in Q1 2026 and held it in 1 quarter. The position peaked at $2.38M in Q1 2026. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Momentum Wealth Planning reported no remaining Lam Research position as of Q2 2026 after selling out during the quarter.
Momentum Wealth Planning sold 11,131 Lam Research shares in Q2 2026, an estimated $2.38M.
Momentum Wealth Planning first reported a position in Lam Research in Q1 2026 and held it in 1 quarter.
Momentum Wealth Planning's Lam Research position peaked at $2.38M in Q1 2026.
3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Momentum Wealth Planning's 13F filing for Q2 2026, filed 5 Aug 2026.