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Planning Alternatives’s Lam Research LRCX Stock Holding History

Planning Alternatives’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 		$3.36M Buy
7,747
+212
+3% +$64.4K 0.36% 21
2026
Q1 		$1.61M Buy
7,535
+444
+6% +$99.3K 0.21% 29
2025
Q4 		$1.21M Buy
7,091
+84
+1% +$13.1K 0.15% 34
2025
Q3 		$938K Buy
7,007
+355
+5% +$37.6K 0.12% 38
2025
Q2 		$648K Buy
6,652
+802
+14% +$63.6K 0.09% 45
2025
Q1 		$425K Hold
5,850
– – 0.07% 49
2024
Q4 		$423K Hold
5,850
– – 0.07% 42
2024
Q3 		$477K Hold
5,850
– – 0.07% 39
2024
Q2 		$623K Hold
5,850
– – 0.1% 33
2024
Q1 		$568K Hold
5,850
– – 0.09% 34
2023
Q4 		$458K Buy
+5,850
New +$399K 0.08% 35

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

Planning Alternatives's LRCX Position: Q2 2026 in Review

Planning Alternatives increased its Lam Research (LRCX) stake by 2.8% in Q2 2026, buying an estimated $64.4K and bringing the position to 7,747 shares worth $3.36M. The position accounts for 0.36% of the portfolio, ranked #21.

Planning Alternatives first reported a position in LRCX in Q4 2023 and has held it in 11 quarters since. 3,122 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Planning Alternatives held 7,747 shares of Lam Research worth $3.36M as of Q2 2026.
  • Planning Alternatives bought 212 Lam Research shares in Q2 2026, an estimated $64.4K.
  • Lam Research made up 0.36% of Planning Alternatives's portfolio in Q2 2026, its #21 holding.
  • Planning Alternatives first reported a position in Lam Research in Q4 2023 and has held it in 11 quarters since.
  • 3,122 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.