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JFS Wealth Advisors’s Lam Research LRCX Stock Holding History

JFS Wealth Advisors’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 		$442K Sell
1,019
-16
-2% -$4.86K 0.02% 243
2026
Q1 		$221K Sell
1,035
-21
-2% -$4.7K 0.01% 313
2025
Q4 		$181K Buy
1,056
+219
+26% +$34.1K 0.01% 331
2025
Q3 		$112K Sell
837
-105
-11% -$11.1K 0.01% 398
2025
Q2 		$91.7K Sell
942
-68
-7% -$5.39K 0.01% 383
2025
Q1 		$73.4K Sell
1,010
-20
-2% -$1.57K 0.01% 409
2024
Q4 		$74.4K Hold
1,030
– – 0.01% 395
2024
Q3 		$84.1K Sell
1,030
-40
-4% -$3.48K 0.01% 392
2024
Q2 		$114K Sell
1,070
-10
-0.9% -$959 0.01% 292
2024
Q1 		$105K Sell
1,080
-150
-12% -$13.2K 0.01% 311
2023
Q4 		$96.3K Buy
1,230
+670
+120% +$45.7K 0.01% 308
2023
Q3 		$35.1K Buy
560
+10
+2% +$657 ﹤0.01% 421
2023
Q2 		$35.4K Hold
550
– – ﹤0.01% 422
2023
Q1 		$29.2K Buy
550
+10
+2% +$491 ﹤0.01% 454
2022
Q4 		$22.7K Buy
540
+70
+15% +$2.93K ﹤0.01% 508
2022
Q3 		$17K Sell
470
-60
-11% -$2.67K ﹤0.01% 608
2022
Q2 		$23K Buy
530
+240
+83% +$11.4K ﹤0.01% 562
2022
Q1 		$16K Buy
290
+60
+26% +$3.49K ﹤0.01% 664
2021
Q4 		$17K Buy
230
+120
+109% +$7.52K ﹤0.01% 604
2021
Q3 		$6K Buy
110
+40
+57% +$2.43K ﹤0.01% 702
2021
Q2 		$5K Buy
70
+20
+40% +$1.26K ﹤0.01% 493
2021
Q1 		$3K Buy
+50
New +$2.72K ﹤0.01% 514
2020
Q3 		– Sell
-110
Closed -$4K – 583
2020
Q2 		$4K Buy
+110
New +$3K ﹤0.01% 443
2015
Q1 		– Sell
-900
Closed -$7K – 529
2014
Q4 		$7K Buy
+900
New +$6.98K ﹤0.01% 410

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

JFS Wealth Advisors's LRCX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Lam Research (LRCX) stake by 1.5% in Q2 2026, selling an estimated $4.86K and leaving 1,019 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #243.

JFS Wealth Advisors first reported a position in LRCX in Q4 2014 and has held it in 24 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • JFS Wealth Advisors held 1,019 shares of Lam Research worth $442K as of Q2 2026.
  • JFS Wealth Advisors sold 16 Lam Research shares in Q2 2026, an estimated $4.86K.
  • Lam Research made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • JFS Wealth Advisors first reported a position in Lam Research in Q4 2014 and has held it in 24 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.