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United Financial Planning Group’s Lam Research LRCX Stock Holding History

United Financial Planning Group’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 		$55.9K Hold
129
– – 0.03% 94
2026
Q1 		$27.6K Buy
129
+110
+579% +$24.6K 0.02% 115
2025
Q4 		$3.25K Buy
+19
New +$2.96K ﹤0.01% 302

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 $3.38T AUM 44.17% 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

United Financial Planning Group's LRCX Position: Q2 2026 in Review

United Financial Planning Group held its Lam Research (LRCX) position steady in Q2 2026 at 129 shares worth $55.9K. The position accounts for 0.03% of the portfolio, ranked #94.

United Financial Planning Group first reported a position in LRCX in Q4 2025 and has held it in 3 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • United Financial Planning Group held 129 shares of Lam Research worth $55.9K as of Q2 2026.
  • United Financial Planning Group left its Lam Research share count unchanged in Q2 2026.
  • Lam Research made up 0.03% of United Financial Planning Group's portfolio in Q2 2026, its #94 holding.
  • United Financial Planning Group first reported a position in Lam Research in Q4 2025 and has held it in 3 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.