PlanVest Financial’s Lam Research LRCX Stock Holding History

PlanVest Financial’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	$318K	Buy	735 +185	+34%	+$56.2K	0.21%	75
2026 Q1	$118K	Buy	+550	New	+$123K	0.09%	125

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's LRCX Position: Q2 2026 in Review

PlanVest Financial increased its Lam Research (LRCX) stake by 34% in Q2 2026, buying an estimated $56.2K and bringing the position to 735 shares worth $318K. The position accounts for 0.21% of the portfolio, ranked #75.

PlanVest Financial first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 2,991 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

PlanVest Financial held 735 shares of Lam Research worth $318K as of Q2 2026.
PlanVest Financial bought 185 Lam Research shares in Q2 2026, an estimated $56.2K.
Lam Research made up 0.21% of PlanVest Financial's portfolio in Q2 2026, its #75 holding.
PlanVest Financial first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
2,991 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.