Welch Financial Planning’s Lam Research LRCX Stock Holding History

Welch 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 Q2	$290K	Buy	+669	New	+$203K	0.17%	61

Other funds holding LRCX

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Welch Financial Planning's LRCX Position: Q2 2026 in Review

Welch Financial Planning opened a new position in Lam Research (LRCX) in Q2 2026: 669 shares worth $290K. The stake represents 0.17% of the portfolio and ranks #61 among its holdings.

1,816 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Welch Financial Planning held 669 shares of Lam Research worth $290K as of Q2 2026.
Lam Research was a new Welch Financial Planning position in Q2 2026.
Lam Research made up 0.17% of Welch Financial Planning's portfolio in Q2 2026, its #61 holding.
1,816 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.