JWM
LRCX icon

Jessup Wealth Management’s Lam Research LRCX Stock Holding History

Jessup 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 		– Sell
-219
Closed -$37.5K – 226
2025
Q4 		$37.5K Buy
+219
New +$34.1K 0.01% 171
2025
Q1 		– Sell
-3,698
Closed -$267K – 81
2024
Q4 		$267K Buy
+3,698
New +$280K 0.11% 58
2023
Q3 		– Sell
-110,940
Closed -$7.13M – 66
2023
Q2 		$7.13M Buy
+110,940
New +$6.25M 3.82% 5

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jessup Wealth Management sold out of Lam Research (LRCX) in Q1 2026, closing a stake of 219 shares — an estimated $37.5K sold.

Jessup Wealth Management first reported a position in LRCX in Q2 2023 and held it in 3 quarters. The position peaked at $7.13M in Q2 2023. 2,647 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jessup Wealth Management reported no remaining Lam Research position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 219 Lam Research shares in Q1 2026, an estimated $37.5K.
  • Jessup Wealth Management first reported a position in Lam Research in Q2 2023 and held it in 3 quarters.
  • Jessup Wealth Management's Lam Research position peaked at $7.13M in Q2 2023.
  • 2,647 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.