Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
LRCX holding history
Lam Research Corp in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,015
- Value
- $331.0K
- % of portfolio
- 0.2%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,015 | $331.0K | 0.2% | +120+13.4% | Added | Holders |
| Q1 2026 | 895 | $265.0K | 0.2% | −1,113−55.4% | Reduced | Holders |
| Q4 2025 | 2,008 | $458.6K | 0.4% | −891−30.7% | Reduced | Holders |
| Q3 2025 | 2,899 | $432.4K | 0.4% | −1,698−36.9% | Reduced | Holders |
| Q2 2025 | 4,597 | $458.9K | 0.4% | −31−0.7% | Reduced | Holders |
| Q1 2025 | 4,628 | $312.3K | 0.3% | +4,628 | New | Holders |