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WealthPlan Investment Management’s Lam Research LRCX Stock Holding History

WealthPlan Investment 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 		$3.79M Buy
8,736
+1,040
+14% +$316K 0.19% 109
2026
Q1 		$1.64M Buy
7,696
+3,218
+72% +$720K 0.09% 174
2025
Q4 		$767K Buy
+4,478
New +$696K 0.05% 216
2025
Q3 		– Sell
-9,825
Closed -$956K – 352
2025
Q2 		$956K Buy
9,825
+55
+0.6% +$4.36K 0.07% 181
2025
Q1 		$710K Buy
+9,770
New +$769K 0.07% 151

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

WealthPlan Investment Management's LRCX Position: Q2 2026 in Review

WealthPlan Investment Management increased its Lam Research (LRCX) stake by 14% in Q2 2026, buying an estimated $316K and bringing the position to 8,736 shares worth $3.79M. The position accounts for 0.19% of the portfolio, ranked #109.

WealthPlan Investment Management first reported a position in LRCX in Q1 2025 and has held it in 5 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • WealthPlan Investment Management held 8,736 shares of Lam Research worth $3.79M as of Q2 2026.
  • WealthPlan Investment Management bought 1,040 Lam Research shares in Q2 2026, an estimated $316K.
  • Lam Research made up 0.19% of WealthPlan Investment Management's portfolio in Q2 2026, its #109 holding.
  • WealthPlan Investment Management first reported a position in Lam Research in Q1 2025 and has held it in 5 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.