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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
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

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 $3.37T AUM 44.26% 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

Jamison Private Wealth Management's LRCX Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Lam Research (LRCX) stake by 8.9% in Q2 2026, buying an estimated $235K and bringing the position to 9,485 shares worth $4.11M. The position accounts for 0.42% of the portfolio, ranked #63.

Jamison Private Wealth Management first reported a position in LRCX in Q1 2024 and has held it in 10 quarters since. 3,140 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Jamison Private Wealth Management held 9,485 shares of Lam Research worth $4.11M as of Q2 2026.
  • Jamison Private Wealth Management bought 775 Lam Research shares in Q2 2026, an estimated $235K.
  • Lam Research made up 0.42% of Jamison Private Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Jamison Private Wealth Management first reported a position in Lam Research in Q1 2024 and has held it in 10 quarters since.
  • 3,140 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.