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Planned Solutions’s Lam Research LRCX Stock Holding History

Planned Solutions’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 		$781K Buy
1,803
+83
+5% +$25.2K 0.22% 55
2026
Q1 		$367K Hold
1,720
– – 0.12% 83
2025
Q4 		$294K Hold
1,720
– – 0.09% 101
2025
Q3 		$230K Buy
+1,720
New +$182K 0.08% 125
2024
Q1 		– Sell
-1,790
Closed -$140K – 351
2023
Q4 		$140K Buy
+1,790
New +$122K 0.07% 131

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

Planned Solutions's LRCX Position: Q2 2026 in Review

Planned Solutions increased its Lam Research (LRCX) stake by 4.8% in Q2 2026, buying an estimated $25.2K and bringing the position to 1,803 shares worth $781K. The position accounts for 0.22% of the portfolio, ranked #55.

Planned Solutions first reported a position in LRCX in Q4 2023 and has held it in 5 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Planned Solutions held 1,803 shares of Lam Research worth $781K as of Q2 2026.
  • Planned Solutions bought 83 Lam Research shares in Q2 2026, an estimated $25.2K.
  • Lam Research made up 0.22% of Planned Solutions's portfolio in Q2 2026, its #55 holding.
  • Planned Solutions first reported a position in Lam Research in Q4 2023 and has held it in 5 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.