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Janney Capital Management’s Lam Research LRCX Stock Holding History

Janney 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
2025
Q4 		$1.16M Buy
6,748
+81
+1% +$12.6K 0.07% 143
2025
Q3 		$893K Sell
6,667
-150
-2% -$15.9K 0.06% 143
2025
Q2 		$664K Hold
6,817
– – 0.04% 143
2025
Q1 		$496K Sell
6,817
-280
-4% -$22.1K 0.03% 152
2024
Q4 		$513K Buy
+7,097
New +$538K 0.03% 164
2024
Q3 		– Sell
-5,430
Closed -$578K – 240
2024
Q2 		$578K Hold
5,430
– – 0.04% 146
2024
Q1 		$528K Sell
5,430
-1,500
-22% -$132K 0.04% 159
2023
Q4 		$543K Sell
6,930
-3,750
-35% -$256K 0.04% 157
2023
Q3 		$669K Hold
10,680
– – 0.05% 129
2023
Q2 		$687K Hold
10,680
– – 0.05% 135
2023
Q1 		$566K Buy
10,680
+350
+3% +$17.2K 0.04% 131
2022
Q4 		$434K Buy
+10,330
New +$432K 0.03% 161

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Janney Capital Management's LRCX Position: Q4 2025 in Review

Janney Capital Management increased its Lam Research (LRCX) stake by 1.2% in Q4 2025, buying an estimated $12.6K and bringing the position to 6,748 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #143.

Janney Capital Management first reported a position in LRCX in Q4 2022 and has held it in 12 quarters since. 2,386 funds tracked by Wall St. Rank hold LRCX as of Q4 2025.

  • Janney Capital Management held 6,748 shares of Lam Research worth $1.16M as of Q4 2025.
  • Janney Capital Management bought 81 Lam Research shares in Q4 2025, an estimated $12.6K.
  • Lam Research made up 0.07% of Janney Capital Management's portfolio in Q4 2025, its #143 holding.
  • Janney Capital Management first reported a position in Lam Research in Q4 2022 and has held it in 12 quarters since.
  • 2,386 funds tracked by Wall St. Rank held Lam Research as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.