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Jeppson Wealth Management’s Lam Research LRCX Stock Holding History

Jeppson 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 		$475K Sell
1,096
-2
-0.2% -$607 0.14% 144
2026
Q1 		$235K Buy
+1,098
New +$246K 0.07% 205
2020
Q4 		– Sell
-400
Closed -$13K – 307
2020
Q3 		$13K Buy
+400
New +$13.8K 0.01% 370

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

Jeppson Wealth Management's LRCX Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Lam Research (LRCX) stake by 0.18% in Q2 2026, selling an estimated $607 and leaving 1,096 shares worth $475K. The position accounts for 0.14% of the portfolio, ranked #144.

Jeppson Wealth Management first reported a position in LRCX in Q3 2020 and has held it in 3 quarters since. 3,137 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Jeppson Wealth Management held 1,096 shares of Lam Research worth $475K as of Q2 2026.
  • Jeppson Wealth Management sold 2 Lam Research shares in Q2 2026, an estimated $607.
  • Lam Research made up 0.14% of Jeppson Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Jeppson Wealth Management first reported a position in Lam Research in Q3 2020 and has held it in 3 quarters since.
  • 3,137 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.