Spartan Planning & Wealth Management’s Lam Research LRCX Stock Holding History

Spartan Planning & Wealth Management’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	$1.03M	Buy	+2,387	New	+$725K	0.69%	33
2023 Q4	$48.6K	Sell	620 -460	-43%	-$31.4K	0.05%	141
2023 Q3	$67.7K	Buy	+1,080	New	+$71K	0.08%	83

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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) 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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Spartan Planning & Wealth Management's LRCX Position: Q2 2026 in Review

Spartan Planning & Wealth Management opened a new position in Lam Research (LRCX) in Q2 2026: 2,387 shares worth $1.03M. The stake represents 0.69% of the portfolio and ranks #33 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in LRCX as recently as Q4 2023.

Spartan Planning & Wealth Management first reported a position in LRCX in Q3 2023 and has held it in 3 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Spartan Planning & Wealth Management held 2,387 shares of Lam Research worth $1.03M as of Q2 2026.
Lam Research was a new Spartan Planning & Wealth Management position in Q2 2026.
Lam Research made up 0.69% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #33 holding.
Spartan Planning & Wealth Management first reported a position in Lam Research in Q3 2023 and has held it in 3 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.