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Sterling Financial Planning’s Lam Research LRCX Stock Holding History

Sterling Financial Planning’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
Q1 		$307K Hold
1,435
– – 0.09% 88
2025
Q4 		$246K Buy
+1,435
New +$223K 0.07% 106
2025
Q3 		– Sell
-2,220
Closed -$216K – 117
2025
Q2 		$216K Buy
+2,220
New +$176K 0.07% 111
2024
Q3 		– Sell
-2,220
Closed -$236K – 109
2024
Q2 		$236K Hold
2,220
– – 0.1% 102
2024
Q1 		$216K Buy
+2,220
New +$195K 0.09% 101
2022
Q1 		– Sell
-3,000
Closed -$216K – 98
2021
Q4 		$216K Hold
3,000
– – 0.14% 91
2021
Q3 		$171K Buy
+3,000
New +$182K 0.11% 97

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Financial Planning's LRCX Position: Q1 2026 in Review

Sterling Financial Planning held its Lam Research (LRCX) position steady in Q1 2026 at 1,435 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #88.

Sterling Financial Planning first reported a position in LRCX in Q3 2021 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Sterling Financial Planning held 1,435 shares of Lam Research worth $307K as of Q1 2026.
  • Sterling Financial Planning left its Lam Research share count unchanged in Q1 2026.
  • Lam Research made up 0.09% of Sterling Financial Planning's portfolio in Q1 2026, its #88 holding.
  • Sterling Financial Planning first reported a position in Lam Research in Q3 2021 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.