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Phillips Wealth Planners’s Lam Research LRCX Stock Holding History

Phillips Wealth Planners’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 		$331K Buy
1,015
+120
+13% +$36.4K 0.24% 131
2026
Q1 		$265K Sell
895
-1,113
-55% -$249K 0.2% 170
2025
Q4 		$459K Sell
2,008
-891
-31% -$139K 0.37% 87
2025
Q3 		$432K Sell
2,899
-1,698
-37% -$180K 0.36% 88
2025
Q2 		$459K Sell
4,597
-31
-0.7% -$2.46K 0.42% 78
2025
Q1 		$312K Buy
+4,628
New +$364K 0.33% 105

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

Phillips Wealth Planners's LRCX Position: Q2 2026 in Review

Phillips Wealth Planners increased its Lam Research (LRCX) stake by 13% in Q2 2026, buying an estimated $36.4K and bringing the position to 1,015 shares worth $331K. The position accounts for 0.24% of the portfolio, ranked #131.

Phillips Wealth Planners first reported a position in LRCX in Q1 2025 and has held it in 6 quarters since. The position peaked at $459K in Q2 2025. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Phillips Wealth Planners held 1,015 shares of Lam Research worth $331K as of Q2 2026.
  • Phillips Wealth Planners bought 120 Lam Research shares in Q2 2026, an estimated $36.4K.
  • Lam Research made up 0.24% of Phillips Wealth Planners's portfolio in Q2 2026, its #131 holding.
  • Phillips Wealth Planners first reported a position in Lam Research in Q1 2025 and has held it in 6 quarters since.
  • Phillips Wealth Planners's Lam Research position peaked at $459K in Q2 2025.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.