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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
Q2 		$3.46M Buy
7,995
+225
+3% +$68.3K 0.2% 62
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 $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

PDS Planning's LRCX Position: Q2 2026 in Review

PDS Planning increased its Lam Research (LRCX) stake by 2.9% in Q2 2026, buying an estimated $68.3K and bringing the position to 7,995 shares worth $3.46M. The position accounts for 0.2% of the portfolio, ranked #62.

PDS Planning first reported a position in LRCX in Q1 2023 and has held it in 14 quarters since. 3,130 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • PDS Planning held 7,995 shares of Lam Research worth $3.46M as of Q2 2026.
  • PDS Planning bought 225 Lam Research shares in Q2 2026, an estimated $68.3K.
  • Lam Research made up 0.2% of PDS Planning's portfolio in Q2 2026, its #62 holding.
  • PDS Planning first reported a position in Lam Research in Q1 2023 and has held it in 14 quarters since.
  • 3,130 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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