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Jefferies Financial Group’s Lam Research LRCX Stock Holding History

Jefferies Financial Group’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 		$53.5M Buy
123,454
+116,819
+1,761% +$35.5M 0.35% 55
2026
Q1 		$1.42M Sell
6,635
-10,338
-61% -$2.31M 0.01% 785
2025
Q4 		$2.91M Buy
16,973
+2,308
+16% +$359K 0.01% 660
2025
Q3 		$1.96M Sell
14,665
-368
-2% -$39K 0.01% 648
2025
Q2 		$1.46M Buy
15,033
+9,345
+164% +$741K 0.01% 620
2025
Q1 		$414K Sell
5,688
-86,515
-94% -$6.81M ﹤0.01% 1105
2024
Q4 		$6.66M Buy
92,203
+21,033
+30% +$1.6M 0.04% 295
2024
Q3 		$5.81M Buy
71,170
+18,460
+35% +$1.6M 0.04% 283
2024
Q2 		$5.61M Sell
52,710
-190,290
-78% -$18.3M 0.06% 261
2024
Q1 		$23.6M Buy
+243,000
New +$21.4M 0.22% 73
2023
Q4 		– Sell
-25,060
Closed -$1.57M – 1870
2023
Q3 		$1.57M Buy
25,060
+18,400
+276% +$1.21M 0.01% 687
2023
Q2 		$428K Buy
+6,660
New +$375K ﹤0.01% 1231
2023
Q1 		– Sell
-44,280
Closed -$1.86M – 1825
2022
Q4 		$1.86M Buy
+44,280
New +$1.85M 0.01% 685

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

Jefferies Financial Group's LRCX Position: Q2 2026 in Review

Jefferies Financial Group increased its Lam Research (LRCX) stake by 1,761% in Q2 2026, buying an estimated $35.5M and bringing the position to 123,454 shares worth $53.5M. The position accounts for 0.35% of the portfolio, ranked #55.

Jefferies Financial Group first reported a position in LRCX in Q4 2022 and has held it in 13 quarters since. 3,123 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Jefferies Financial Group held 123,454 shares of Lam Research worth $53.5M as of Q2 2026.
  • Jefferies Financial Group bought 116,819 Lam Research shares in Q2 2026, an estimated $35.5M.
  • Lam Research made up 0.35% of Jefferies Financial Group's portfolio in Q2 2026, its #55 holding.
  • Jefferies Financial Group first reported a position in Lam Research in Q4 2022 and has held it in 13 quarters since.
  • 3,123 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.