WP
LRCX icon

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
Q2 		$745K Buy
1,718
+176
+11% +$53.4K 0.14% 129
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

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 Partners's LRCX Position: Q2 2026 in Review

WealthPLAN Partners increased its Lam Research (LRCX) stake by 11% in Q2 2026, buying an estimated $53.4K and bringing the position to 1,718 shares worth $745K. The position accounts for 0.14% of the portfolio, ranked #129.

WealthPLAN Partners first reported a position in LRCX in Q1 2018 and has held it in 6 quarters since. 3,125 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • WealthPLAN Partners held 1,718 shares of Lam Research worth $745K as of Q2 2026.
  • WealthPLAN Partners bought 176 Lam Research shares in Q2 2026, an estimated $53.4K.
  • Lam Research made up 0.14% of WealthPLAN Partners's portfolio in Q2 2026, its #129 holding.
  • WealthPLAN Partners first reported a position in Lam Research in Q1 2018 and has held it in 6 quarters since.
  • 3,125 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.