Jeppson Wealth Management
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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
Q3 		$358K Sell
1,091
-5
-0.5% -$1.56K 0.1% 173
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Jeppson Wealth Management's LRCX Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Lam Research (LRCX) stake by 0.46% in Q3 2026, selling an estimated $1.56K and leaving 1,091 shares worth $358K. The position accounts for 0.1% of the portfolio, ranked #173.

Jeppson Wealth Management first reported a position in LRCX in Q3 2020 and has held it in 4 quarters since. The position peaked at $475K in Q2 2026. 1,983 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • Jeppson Wealth Management held 1,091 shares of Lam Research worth $358K as of Q3 2026.
  • Jeppson Wealth Management sold 5 Lam Research shares in Q3 2026, an estimated $1.56K.
  • Lam Research made up 0.1% of Jeppson Wealth Management's portfolio in Q3 2026, its #173 holding.
  • Jeppson Wealth Management first reported a position in Lam Research in Q3 2020 and has held it in 4 quarters since.
  • Jeppson Wealth Management's Lam Research position peaked at $475K in Q2 2026.
  • 1,983 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.