Jamison Private Wealth Management’s Lam Research LRCX Stock Holding History

Jamison Private 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	$1.86M	Buy	8,710 +100	+1%	+$22.4K	0.23%	92
2025 Q4	$1.47M	Buy	8,610 +396	+5%	+$61.6K	0.18%	103
2025 Q3	$1.1M	Buy	8,214 +428	+5%	+$45.3K	0.14%	112
2025 Q2	$758K	Buy	7,786 +1,378	+22%	+$109K	0.11%	119
2025 Q1	$466K	Buy	6,408 +784	+14%	+$61.7K	0.07%	143
2024 Q4	$406K	Buy	5,624 +1,204	+27%	+$91.3K	0.06%	155
2024 Q3	$361K	Buy	4,420 +4,250	+2,500%	+$370K	0.05%	151
2024 Q2	$18.1K	Buy	170 +120	+240%	+$11.5K	﹤0.01%	296
2024 Q1	$4.86K	Buy	+50	New	+$4.4K	﹤0.01%	359

Other funds holding LRCX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return