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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jackson Wealth Management's LRCX Position: Q1 2026 in Review

Jackson Wealth Management reduced its Lam Research (LRCX) stake by 2.7% in Q1 2026, selling an estimated $635K and leaving 102,732 shares worth $21.9M. The position accounts for 2.26% of the portfolio, ranked #11.

Jackson Wealth Management first reported a position in LRCX in Q3 2019 and has held it in 22 quarters since. The position peaked at $31.1M in Q2 2021. 2,632 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jackson Wealth Management held 102,732 shares of Lam Research worth $21.9M as of Q1 2026.
  • Jackson Wealth Management sold 2,839 Lam Research shares in Q1 2026, an estimated $635K.
  • Lam Research made up 2.26% of Jackson Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Jackson Wealth Management first reported a position in Lam Research in Q3 2019 and has held it in 22 quarters since.
  • Jackson Wealth Management's Lam Research position peaked at $31.1M in Q2 2021.
  • 2,632 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.