Jackson Hole Capital Partners’s Lam Research LRCX Stock Holding History

Jackson Hole Capital Partners’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 Q1	$1.06M	Hold	4,950	–	–	0.17%	108
2025 Q4	$847K	Hold	4,950	–	–	0.15%	119
2025 Q3	$663K	Hold	4,950	–	–	0.11%	138
2025 Q2	$482K	Hold	4,950	–	–	0.09%	147
2025 Q1	$360K	Hold	4,950	–	–	0.07%	158
2024 Q4	$358K	Buy	+4,950	New	+$375K	0.07%	159
2024 Q3	–	Sell	-4,950	Closed	-$527K	–	278
2024 Q2	$527K	Hold	4,950	–	–	0.11%	125
2024 Q1	$481K	Sell	4,950 -2,720	-35%	-$239K	0.11%	135
2023 Q4	$601K	Hold	7,670	–	–	0.15%	106
2023 Q3	$481K	Hold	7,670	–	–	0.14%	118
2023 Q2	$493K	Hold	7,670	–	–	0.13%	119
2023 Q1	$407K	Buy	7,670 +2,720	+55%	+$133K	0.11%	148
2022 Q4	$208K	Sell	4,950 -1,200	-20%	-$50.2K	0.06%	177
2022 Q3	$225K	Hold	6,150	–	–	0.07%	171
2022 Q2	$262K	Hold	6,150	–	–	0.08%	152
2022 Q1	$331K	Buy	6,150 +900	+17%	+$52.4K	0.1%	148
2021 Q4	$378K	Hold	5,250	–	–	0.12%	130
2021 Q3	$299K	Hold	5,250	–	–	0.1%	152
2021 Q2	$342K	Sell	5,250 -120	-2%	-$7.58K	0.12%	137
2021 Q1	$320K	Buy	+5,370	New	+$293K	0.13%	132

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Hole Capital Partners's LRCX Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Lam Research (LRCX) position steady in Q1 2026 at 4,950 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #108.

Jackson Hole Capital Partners first reported a position in LRCX in Q1 2021 and has held it in 20 quarters since. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Jackson Hole Capital Partners held 4,950 shares of Lam Research worth $1.06M as of Q1 2026.
Jackson Hole Capital Partners left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.17% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #108 holding.
Jackson Hole Capital Partners first reported a position in Lam Research in Q1 2021 and has held it in 20 quarters since.
2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.