XY Planning Network
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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
Q3 		$493K Buy
1,500
+76
+5% +$23.7K 0.05% 238
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

XY Planning Network's LRCX Position: Q3 2026 in Review

XY Planning Network increased its Lam Research (LRCX) stake by 5.3% in Q3 2026, buying an estimated $23.7K and bringing the position to 1,500 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #238.

XY Planning Network first reported a position in LRCX in Q1 2026 and has held it in 3 quarters since. The position peaked at $617K in Q2 2026. 1,240 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • XY Planning Network held 1,500 shares of Lam Research worth $493K as of Q3 2026.
  • XY Planning Network bought 76 Lam Research shares in Q3 2026, an estimated $23.7K.
  • Lam Research made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #238 holding.
  • XY Planning Network first reported a position in Lam Research in Q1 2026 and has held it in 3 quarters since.
  • XY Planning Network's Lam Research position peaked at $617K in Q2 2026.
  • 1,240 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.