JGP Wealth Management
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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
Q3 		– Sell
-2,222
Closed -$963K – 250
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

JGP Wealth Management sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 2,222 shares — an estimated $963K sold.

JGP Wealth Management first reported a position in LRCX in Q1 2021 and held it in 18 quarters. The position peaked at $963K in Q2 2026. 1,156 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

  • JGP Wealth Management reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
  • JGP Wealth Management sold 2,222 Lam Research shares in Q3 2026, an estimated $963K.
  • JGP Wealth Management first reported a position in Lam Research in Q1 2021 and held it in 18 quarters.
  • JGP Wealth Management's Lam Research position peaked at $963K in Q2 2026.
  • 1,156 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

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