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Plancorp LLC’s Lam Research LRCX Stock Holding History

Plancorp LLC’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 		$833K Sell
2,524
-178
-7% -$54K 0.02% 203
2026
Q1 		$712K Buy
2,702
+184
+7% +$41.1K 0.02% 184
2025
Q4 		$431K Buy
2,518
+51
+2% +$7.93K 0.01% 236
2025
Q3 		$330K Sell
2,467
-102
-4% -$10.8K 0.01% 281
2025
Q2 		$250K Buy
+2,569
New +$204K 0.01% 323
2024
Q3 		– Sell
-2,360
Closed -$251K – 323
2024
Q2 		$251K Buy
2,360
+80
+4% +$7.67K 0.01% 261
2024
Q1 		$222K Sell
2,280
-350
-13% -$30.8K 0.01% 269
2023
Q4 		$206K Buy
+2,630
New +$179K 0.01% 268

Other funds holding LRCX

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Plancorp LLC's LRCX Position: Q2 2026 in Review

Plancorp LLC reduced its Lam Research (LRCX) stake by 6.6% in Q2 2026, selling an estimated $54K and leaving 2,524 shares worth $833K. The position accounts for 0.02% of the portfolio, ranked #203.

Plancorp LLC first reported a position in LRCX in Q4 2023 and has held it in 8 quarters since. 880 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Plancorp LLC held 2,524 shares of Lam Research worth $833K as of Q2 2026.
  • Plancorp LLC sold 178 Lam Research shares in Q2 2026, an estimated $54K.
  • Lam Research made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #203 holding.
  • Plancorp LLC first reported a position in Lam Research in Q4 2023 and has held it in 8 quarters since.
  • 880 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.