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Jaffetilchin Investment Partners’s Lam Research LRCX Stock Holding History

Jaffetilchin Investment 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 		$1.39M Buy
6,512
+4,266
+190% +$954K 0.08% 158
2025
Q4 		$385K Sell
2,246
-173
-7% -$26.9K 0.02% 310
2025
Q3 		$324K Sell
2,419
-1,313
-35% -$139K 0.02% 337
2025
Q2 		$363K Buy
+3,732
New +$296K 0.02% 305
2024
Q4 		– Sell
-2,130
Closed -$174K – 878
2024
Q3 		$174K Sell
2,130
-20
-0.9% -$1.74K 0.01% 379
2024
Q2 		$229K Sell
2,150
-30
-1% -$2.88K 0.02% 317
2024
Q1 		$212K Buy
+2,180
New +$192K 0.02% 341
2023
Q3 		– Sell
-3,250
Closed -$209K – 359
2023
Q2 		$209K Buy
+3,250
New +$183K 0.02% 338
2022
Q1 		– Sell
-3,440
Closed -$248K – 358
2021
Q4 		$248K Buy
+3,440
New +$216K 0.02% 302
2021
Q3 		– Sell
-3,720
Closed -$234K – 390
2021
Q2 		$234K Buy
+3,720
New +$235K 0.02% 341
2018
Q2 		– Sell
-40,160
Closed -$816K – 344
2018
Q1 		$816K Sell
40,160
-35,380
-47% -$701K 0.18% 93
2017
Q4 		$1.39M Sell
75,540
-11,940
-14% -$235K 0.46% 41
2017
Q3 		$1.62M Buy
87,480
+5,160
+6% +$83.7K 0.38% 42
2017
Q2 		$1.16M Buy
82,320
+49,060
+148% +$719K 0.39% 44
2017
Q1 		$427K Sell
33,260
-21,370
-39% -$251K 0.11% 160
2016
Q4 		$578K Sell
54,630
-9,780
-15% -$99.3K 0.17% 101
2016
Q3 		$610K Buy
64,410
+15,870
+33% +$144K 0.19% 82
2016
Q2 		$408K Sell
48,540
-4,070
-8% -$32.7K 0.12% 123
2016
Q1 		$435K Buy
52,610
+24,280
+86% +$177K 0.14% 100
2015
Q4 		$225K Buy
+28,330
New +$213K 0.07% 171
2015
Q3 		– Sell
-28,270
Closed -$230K – 216
2015
Q2 		$230K Sell
28,270
-72,630
-72% -$570K 0.07% 171
2015
Q1 		$709K Buy
100,900
+49,210
+95% +$389K 0.21% 77
2014
Q4 		$410K Buy
+51,690
New +$401K 0.14% 119

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

Jaffetilchin Investment Partners's LRCX Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Lam Research (LRCX) stake by 190% in Q1 2026, buying an estimated $954K and bringing the position to 6,512 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #158.

Jaffetilchin Investment Partners first reported a position in LRCX in Q4 2014 and has held it in 23 quarters since. The position peaked at $1.62M in Q3 2017. 2,631 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jaffetilchin Investment Partners held 6,512 shares of Lam Research worth $1.39M as of Q1 2026.
  • Jaffetilchin Investment Partners bought 4,266 Lam Research shares in Q1 2026, an estimated $954K.
  • Lam Research made up 0.08% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #158 holding.
  • Jaffetilchin Investment Partners first reported a position in Lam Research in Q4 2014 and has held it in 23 quarters since.
  • Jaffetilchin Investment Partners's Lam Research position peaked at $1.62M in Q3 2017.
  • 2,631 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.