JCM
LRCX icon

Jacobsen Capital Management’s Lam Research LRCX Stock Holding History

Jacobsen Capital 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 		$526K Sell
2,460
-268
-10% -$59.9K 0.18% 55
2025
Q4 		$467K Sell
2,728
-76
-3% -$11.8K 0.15% 58
2025
Q3 		$375K Buy
2,804
+111
+4% +$11.8K 0.13% 71
2025
Q2 		$262K Buy
+2,693
New +$214K 0.1% 94
2024
Q4 		– Sell
-2,490
Closed -$203K – 98
2024
Q3 		$203K Buy
2,490
+100
+4% +$8.69K 0.09% 101
2024
Q2 		$254K Buy
2,390
+10
+0.4% +$959 0.11% 74
2024
Q1 		$231K Buy
+2,380
New +$209K 0.11% 79

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

Jacobsen Capital Management's LRCX Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Lam Research (LRCX) stake by 9.8% in Q1 2026, selling an estimated $59.9K and leaving 2,460 shares worth $526K. The position accounts for 0.18% of the portfolio, ranked #55.

Jacobsen Capital Management first reported a position in LRCX in Q1 2024 and has held it in 7 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jacobsen Capital Management held 2,460 shares of Lam Research worth $526K as of Q1 2026.
  • Jacobsen Capital Management sold 268 Lam Research shares in Q1 2026, an estimated $59.9K.
  • Lam Research made up 0.18% of Jacobsen Capital Management's portfolio in Q1 2026, its #55 holding.
  • Jacobsen Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 7 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.