XY Planning Network’s Lam Research LRCX Stock Holding History

XY Planning Network’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	$617K	Buy	1,424 +376	+36%	+$114K	0.08%	184
2026 Q1	$233K	Buy	+1,048	New	+$234K	0.04%	259

Other funds holding LRCX

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

XY Planning Network's LRCX Position: Q2 2026 in Review

XY Planning Network increased its Lam Research (LRCX) stake by 36% in Q2 2026, buying an estimated $114K and bringing the position to 1,424 shares worth $617K. The position accounts for 0.08% of the portfolio, ranked #184.

XY Planning Network first reported a position in LRCX in Q1 2026 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

XY Planning Network held 1,424 shares of Lam Research worth $617K as of Q2 2026.
XY Planning Network bought 376 Lam Research shares in Q2 2026, an estimated $114K.
Lam Research made up 0.08% of XY Planning Network's portfolio in Q2 2026, its #184 holding.
XY Planning Network first reported a position in Lam Research in Q1 2026 and has held it in 2 quarters since.
988 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

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