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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
Q2 		$1.08M Buy
2,495
+35
+1% +$10.6K 0.32% 31
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 $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 $3.38T AUM 44.17% 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

Jacobsen Capital Management's LRCX Position: Q2 2026 in Review

Jacobsen Capital Management increased its Lam Research (LRCX) stake by 1.4% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,495 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #31.

Jacobsen Capital Management first reported a position in LRCX in Q1 2024 and has held it in 8 quarters since. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Jacobsen Capital Management held 2,495 shares of Lam Research worth $1.08M as of Q2 2026.
  • Jacobsen Capital Management bought 35 Lam Research shares in Q2 2026, an estimated $10.6K.
  • Lam Research made up 0.32% of Jacobsen Capital Management's portfolio in Q2 2026, its #31 holding.
  • Jacobsen Capital Management first reported a position in Lam Research in Q1 2024 and has held it in 8 quarters since.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.