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PDS Planning’s Lam Research LRCX Stock Holding History

PDS 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
Q1 		$1.66M Buy
7,770
+532
+7% +$119K 0.11% 92
2025
Q4 		$1.24M Sell
7,238
-121
-2% -$18.8K 0.08% 114
2025
Q3 		$985K Sell
7,359
-390
-5% -$41.3K 0.07% 134
2025
Q2 		$754K Buy
7,749
+422
+6% +$33.5K 0.06% 167
2025
Q1 		$533K Buy
7,327
+637
+10% +$50.2K 0.04% 199
2024
Q4 		$483K Buy
6,690
+70
+1% +$5.31K 0.04% 195
2024
Q3 		$540K Buy
6,620
+160
+2% +$13.9K 0.05% 176
2024
Q2 		$688K Buy
6,460
+10
+0.2% +$959 0.07% 118
2024
Q1 		$627K Buy
6,450
+80
+1% +$7.04K 0.07% 132
2023
Q4 		$499K Buy
6,370
+210
+3% +$14.3K 0.06% 147
2023
Q3 		$386K Buy
6,160
+70
+1% +$4.6K 0.05% 169
2023
Q2 		$392K Buy
6,090
+1,470
+32% +$82.9K 0.05% 168
2023
Q1 		$245K Buy
+4,620
New +$227K 0.03% 233

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PDS Planning's LRCX Position: Q1 2026 in Review

PDS Planning increased its Lam Research (LRCX) stake by 7.4% in Q1 2026, buying an estimated $119K and bringing the position to 7,770 shares worth $1.66M. The position accounts for 0.11% of the portfolio, ranked #92.

PDS Planning first reported a position in LRCX in Q1 2023 and has held it in 13 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • PDS Planning held 7,770 shares of Lam Research worth $1.66M as of Q1 2026.
  • PDS Planning bought 532 Lam Research shares in Q1 2026, an estimated $119K.
  • Lam Research made up 0.11% of PDS Planning's portfolio in Q1 2026, its #92 holding.
  • PDS Planning first reported a position in Lam Research in Q1 2023 and has held it in 13 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.