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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
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 $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

Phillips Wealth Planners's LRCX Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Lam Research (LRCX) stake by 55% in Q1 2026, selling an estimated $249K and leaving 895 shares worth $265K. The position accounts for 0.2% of the portfolio, ranked #170.

Phillips Wealth Planners first reported a position in LRCX in Q1 2025 and has held it in 5 quarters since. The position peaked at $459K in Q2 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Phillips Wealth Planners held 895 shares of Lam Research worth $265K as of Q1 2026.
  • Phillips Wealth Planners sold 1,113 Lam Research shares in Q1 2026, an estimated $249K.
  • Lam Research made up 0.2% of Phillips Wealth Planners's portfolio in Q1 2026, its #170 holding.
  • Phillips Wealth Planners first reported a position in Lam Research in Q1 2025 and has held it in 5 quarters since.
  • Phillips Wealth Planners's Lam Research position peaked at $459K in Q2 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.