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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jeppson Wealth Management's LRCX Position: Q1 2026 in Review

Jeppson Wealth Management opened a new position in Lam Research (LRCX) in Q1 2026: 1,098 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #205 among its holdings. This is a return to the name: Jeppson Wealth Management previously reported a position in LRCX as recently as Q3 2020.

Jeppson Wealth Management first reported a position in LRCX in Q3 2020 and has held it in 2 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jeppson Wealth Management held 1,098 shares of Lam Research worth $235K as of Q1 2026.
  • Lam Research was a new Jeppson Wealth Management position in Q1 2026.
  • Lam Research made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #205 holding.
  • Jeppson Wealth Management first reported a position in Lam Research in Q3 2020 and has held it in 2 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.