Jamison Private Wealth Management
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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
Q3 		$3.31M Buy
10,077
+592
+6% +$185K 0.34% 69
2026
Q2 		$4.11M Buy
9,485
+775
+9% +$235K 0.42% 63
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Jamison Private Wealth Management's LRCX Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Lam Research (LRCX) stake by 6.2% in Q3 2026, buying an estimated $185K and bringing the position to 10,077 shares worth $3.31M. The position accounts for 0.34% of the portfolio, ranked #69.

Jamison Private Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.11M in Q2 2026. 1,833 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Jamison Private Wealth Management held 10,077 shares of Lam Research worth $3.31M as of Q3 2026.
  • Jamison Private Wealth Management bought 592 Lam Research shares in Q3 2026, an estimated $185K.
  • Lam Research made up 0.34% of Jamison Private Wealth Management's portfolio in Q3 2026, its #69 holding.
  • Jamison Private Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 11 quarters since.
  • Jamison Private Wealth Management's Lam Research position peaked at $4.11M in Q2 2026.
  • 1,833 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.