JGP Wealth Management’s Lam Research LRCX Stock Holding History

JGP 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	$963K	Sell	2,222 -1,808	-45%	-$549K	0.09%	109
2026 Q1	$861K	Sell	4,030 -48	-1%	-$10.7K	0.09%	113
2025 Q4	$698K	Buy	4,078 +41	+1%	+$6.38K	0.07%	130
2025 Q3	$593K	Sell	4,037 -9	-0.2%	-$953	0.07%	130
2025 Q2	$394K	Sell	4,046 -3	-0.1%	-$238	0.05%	146
2025 Q1	$294K	Buy	+4,049	New	+$319K	0.04%	156
2024 Q4	–	Sell	-4,100	Closed	-$335K	–	186
2024 Q3	$335K	Sell	4,100 -40	-1%	-$3.48K	0.04%	144
2024 Q2	$441K	Buy	4,140 +130	+3%	+$12.5K	0.06%	129
2024 Q1	$390K	Sell	4,010 -10	-0.2%	-$880	0.06%	130
2023 Q4	$315K	Hold	4,020	–	–	0.05%	142
2023 Q3	$252K	Sell	4,020 -160	-4%	-$10.5K	0.04%	139
2023 Q2	$269K	Hold	4,180	–	–	0.04%	132
2023 Q1	$222K	Buy	+4,180	New	+$205K	0.04%	145
2022 Q2	–	Sell	-4,180	Closed	-$206K	–	155
2022 Q1	$206K	Buy	4,180 +50	+1%	+$2.91K	0.04%	157
2021 Q4	$286K	Buy	4,130 +180	+5%	+$11.3K	0.05%	144
2021 Q3	$225K	Hold	3,950	–	–	0.05%	145
2021 Q2	$257K	Buy	3,950 +130	+3%	+$8.21K	0.06%	138
2021 Q1	$227K	Buy	+3,820	New	+$208K	0.05%	140

Other funds holding LRCX

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

JGP Wealth Management reduced its Lam Research (LRCX) stake by 45% in Q2 2026, selling an estimated $549K and leaving 2,222 shares worth $963K. The position accounts for 0.09% of the portfolio, ranked #109.

JGP Wealth Management first reported a position in LRCX in Q1 2021 and has held it in 18 quarters since. 1,074 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

JGP Wealth Management held 2,222 shares of Lam Research worth $963K as of Q2 2026.
JGP Wealth Management sold 1,808 Lam Research shares in Q2 2026, an estimated $549K.
Lam Research made up 0.09% of JGP Wealth Management's portfolio in Q2 2026, its #109 holding.
JGP Wealth Management first reported a position in Lam Research in Q1 2021 and has held it in 18 quarters since.
1,074 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.