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JB Capital’s Lam Research LRCX Stock Holding History

JB Capital’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 		$1.05M Buy
2,427
+145
+6% +$44K 0.04% 141
2026
Q1 		$487K Sell
2,282
-30
-1% -$6.71K 0.02% 180
2025
Q4 		$396K Sell
2,312
-6
-0.3% -$933 0.02% 188
2025
Q3 		$310K Sell
2,318
-41,823
-95% -$4.43M 0.01% 205
2025
Q2 		$4.3M Sell
44,141
-6,204
-12% -$492K 0.21% 56
2025
Q1 		$3.66M Buy
+50,345
New +$3.96M 0.2% 60
2024
Q4 		– Sell
-36,230
Closed -$2.96M – 235
2024
Q3 		$2.96M Buy
36,230
+1,030
+3% +$89.6K 0.17% 76
2024
Q2 		$3.75M Buy
35,200
+340
+1% +$32.6K 0.23% 44
2024
Q1 		$3.39M Sell
34,860
-130
-0.4% -$11.4K 0.23% 55
2023
Q4 		$2.74M Buy
+34,990
New +$2.38M 0.2% 63
2022
Q3 		– Sell
-21,220
Closed -$904K – 200
2022
Q2 		$904K Buy
21,220
+850
+4% +$40.5K 0.1% 112
2022
Q1 		$1.09M Buy
20,370
+1,920
+10% +$112K 0.11% 95
2021
Q4 		$1.33M Buy
18,450
+2,360
+15% +$148K 0.13% 79
2021
Q3 		$916K Buy
+16,090
New +$979K 0.12% 108

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 $3.38T AUM 44.17% 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

JB Capital's LRCX Position: Q2 2026 in Review

JB Capital increased its Lam Research (LRCX) stake by 6.4% in Q2 2026, buying an estimated $44K and bringing the position to 2,427 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #141.

JB Capital first reported a position in LRCX in Q3 2021 and has held it in 14 quarters since. The position peaked at $4.3M in Q2 2025. 3,146 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • JB Capital held 2,427 shares of Lam Research worth $1.05M as of Q2 2026.
  • JB Capital bought 145 Lam Research shares in Q2 2026, an estimated $44K.
  • Lam Research made up 0.04% of JB Capital's portfolio in Q2 2026, its #141 holding.
  • JB Capital first reported a position in Lam Research in Q3 2021 and has held it in 14 quarters since.
  • JB Capital's Lam Research position peaked at $4.3M in Q2 2025.
  • 3,146 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.