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Jackson Wealth Management’s Lam Research LRCX Stock Holding History

Jackson Wealth Management’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 		$3.39M Sell
7,815
-94,917
-92% -$28.8M 1.99% 11
2026
Q1 		$21.9M Sell
102,732
-2,839
-3% -$635K 2.26% 11
2025
Q4 		$18.1M Buy
105,571
+1,578
+2% +$245K 1.76% 14
2025
Q3 		$13.9M Buy
103,993
+1,734
+2% +$184K 1.39% 18
2025
Q2 		$9.95M Sell
102,259
-794
-0.8% -$63K 1.08% 23
2025
Q1 		$7.49M Buy
103,053
+2,691
+3% +$212K 0.91% 28
2024
Q4 		$7.25M Buy
100,362
+622
+0.6% +$47.2K 0.82% 35
2024
Q3 		$8.14M Buy
99,740
+39,340
+65% +$3.42M 0.97% 27
2024
Q2 		$6.43M Sell
60,400
-37,560
-38% -$3.6M 1.38% 16
2024
Q1 		$9.52M Buy
97,960
+3,290
+3% +$289K 1.19% 16
2023
Q4 		$7.42M Buy
94,670
+1,690
+2% +$115K 0.98% 22
2023
Q3 		$5.83M Buy
92,980
+3,390
+4% +$223K 0.83% 25
2023
Q2 		$5.76M Buy
+89,590
New +$5.05M 0.85% 27
2022
Q4 		– Sell
-51,790
Closed -$1.9M – 89
2022
Q3 		$1.9M Buy
51,790
+32,680
+171% +$1.45M 0.37% 60
2022
Q2 		$814K Sell
19,110
-42,110
-69% -$2M 0.38% 59
2022
Q1 		$3.29M Sell
61,220
-89,050
-59% -$5.18M 0.46% 54
2021
Q4 		$10.8M Buy
+150,270
New +$9.42M 1.37% 19
2021
Q3 		– Sell
-477,660
Closed -$31.1M – 107
2021
Q2 		$31.1M Buy
477,660
+208,330
+77% +$13.2M 3.93% 5
2021
Q1 		$16M Buy
269,330
+83,480
+45% +$4.55M 2.4% 11
2020
Q4 		$8.78M Buy
185,850
+124,710
+204% +$5.25M 1.2% 19
2020
Q3 		$2.03M Buy
+61,140
New +$2.11M 0.3% 70
2020
Q1 		– Sell
-53,030
Closed -$1.63M – 132
2019
Q4 		$1.63M Buy
53,030
+740
+1% +$19.7K 0.27% 92
2019
Q3 		$1.23M Buy
+52,290
New +$1.1M 0.26% 88

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Wealth Management's LRCX Position: Q2 2026 in Review

Jackson Wealth Management reduced its Lam Research (LRCX) stake by 92% in Q2 2026, selling an estimated $28.8M and leaving 7,815 shares worth $3.39M. The position accounts for 1.99% of the portfolio, ranked #11.

Jackson Wealth Management first reported a position in LRCX in Q3 2019 and has held it in 23 quarters since. The position peaked at $31.1M in Q2 2021. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Jackson Wealth Management held 7,815 shares of Lam Research worth $3.39M as of Q2 2026.
  • Jackson Wealth Management sold 94,917 Lam Research shares in Q2 2026, an estimated $28.8M.
  • Lam Research made up 1.99% of Jackson Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Jackson Wealth Management first reported a position in Lam Research in Q3 2019 and has held it in 23 quarters since.
  • Jackson Wealth Management's Lam Research position peaked at $31.1M in Q2 2021.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.