Sell Lam Research (LRCX) stock to fund a goal
Calculator · free · no signup · LRCXNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Lam Research (LRCX) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,597 | $111,639 | $111,883 | $118,769 |
| Wealth @ target | $719,068 | $716,894 | $714,464 | $712,031 |
| Chance of shortfall | <0.1% | 0% | 1.9% | 3.4% |
Feasible
$400,071 net by 08/01/27
Total tax: $109,597 (federal $58,819, state $36,048, NIIT $14,729)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/17/26 | 4,085 | $351,104 | $360,043 | |
| 03/31/27 | 4 | $360 | $360,406 | |
| 04/30/27 | 32 | $2,896 | $363,321 | |
| 05/31/27 | 100 | $9,103 | $372,466 | |
| 06/30/27 | 100 | $9,157 | $381,644 | |
| 07/31/27 | 100 | $9,212 | $390,857 | |
| 08/01/27 | 100 | $9,215 | $400,071 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,479 shares worth $411,873 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Lam Research
Lam Research (LRCX) is a public Semiconductors company, incorporated in Delaware and headquartered in Fremont, CA.
Equity grants at Lam Research typically include restricted stock units (RSUs).
Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP) and for related manufacturing markets such as for microelectromechanical systems (MEMS).
Source: Wikipedia (CC BY-SA 4.0)
David Lam founded the company in 1980 to commercialize plasma etch, and etch remains its anchor: removing material from wafers with atomic precision. Deposition tools followed, and the Fremont company now sits with Applied Materials and Tokyo Electron in the small group that equips every advanced fab. A proposed 2015 merger with KLA-Tencor was abandoned under antitrust pressure. Memory customers matter disproportionately here, so DRAM and NAND capital cycles move results, and installed-base services smooth the troughs between tool orders.
Sources: lamresearch.com · en.wikipedia.org
Equity comp at Lam Research
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Lam Research.
If you hold vested Lam Research (LRCX) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
All Lam Research tools → · Use the generic Stock Sale Funding Calculator for any company.
Lam Research equity questions
- How much LRCX stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested LRCX shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Lam Research grant ISOs, NSOs, or RSUs?
- Equity compensation at Lam Research typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Lam Research RSUs use double-trigger vesting?
- No. Lam Research restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Lam Research equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.