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WealthPLAN Partners’s
Lam Research
LRCX
Stock Holding History
WealthPLAN Partners’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
$329K
Buy
1,542
+346
+29%
+$77.4K
0.06%
186
2025
Q4
$205K
Buy
+1,196
New
+$186K
0.03%
267
2023
Q3
–
Sell
-870
Closed
-$56.2K
–
774
2023
Q2
$56.2K
Buy
870
+70
+9%
+$3.95K
0.01%
486
2023
Q1
$42.5K
Buy
+800
New
+$39.3K
﹤0.01%
588
2018
Q2
–
Sell
-12,880
Closed
-$262K
–
273
2018
Q1
$262K
Buy
+12,880
New
+$255K
0.06%
225
Other funds holding LRCX
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
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Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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