JNBA Financial Advisors’s Lam Research LRCX Stock Holding History

JNBA Financial 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	$130K	Buy	301 +24	+9%	+$7.29K	0.01%	222
2026 Q1	$59.2K	Sell	277 -23	-8%	-$5.14K	﹤0.01%	284
2025 Q4	$51.4K	Hold	300	–	–	﹤0.01%	309
2025 Q3	$40.2K	Hold	300	–	–	﹤0.01%	330
2025 Q2	$29.2K	Hold	300	–	–	﹤0.01%	352
2025 Q1	$21.8K	Hold	300	–	–	﹤0.01%	368
2024 Q4	$21.7K	Hold	300	–	–	﹤0.01%	379
2024 Q3	$24.5K	Hold	300	–	–	﹤0.01%	372
2024 Q2	$31.9K	Hold	300	–	–	﹤0.01%	331
2024 Q1	$29.1K	Sell	300 -60	-17%	-$5.28K	﹤0.01%	347
2023 Q4	$28.2K	Hold	360	–	–	﹤0.01%	353
2023 Q3	$22.6K	Hold	360	–	–	﹤0.01%	369
2023 Q2	$23.1K	Hold	360	–	–	﹤0.01%	373
2023 Q1	$19.1K	Hold	360	–	–	﹤0.01%	400
2022 Q4	$15.1K	Hold	360	–	–	﹤0.01%	403
2022 Q3	$13K	Sell	360 -140	-28%	-$6.23K	﹤0.01%	426
2022 Q2	$21K	Buy	500 +140	+39%	+$6.67K	﹤0.01%	384
2022 Q1	$19K	Sell	360 -50	-12%	-$2.91K	﹤0.01%	411
2021 Q4	$29K	Buy	410 +50	+14%	+$3.13K	﹤0.01%	369
2021 Q3	$20K	Hold	360	–	–	﹤0.01%	416
2021 Q2	$23K	Hold	360	–	–	﹤0.01%	381
2021 Q1	$21K	Hold	360	–	–	﹤0.01%	381
2020 Q4	$17K	Hold	360	–	–	﹤0.01%	381
2020 Q3	$12K	Hold	360	–	–	﹤0.01%	393
2020 Q2	$12K	Hold	360	–	–	﹤0.01%	383
2020 Q1	$9K	Hold	360	–	–	﹤0.01%	398
2019 Q4	$11K	Buy	+360	New	+$9.56K	﹤0.01%	425
2016 Q4	–	Sell	-5,070	Closed	-$48K	–	963
2016 Q3	$48K	Buy	+5,070	New	+$46.1K	0.01%	541

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JNBA Financial Advisors's LRCX Position: Q2 2026 in Review

JNBA Financial Advisors increased its Lam Research (LRCX) stake by 8.7% in Q2 2026, buying an estimated $7.29K and bringing the position to 301 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #222.

JNBA Financial Advisors first reported a position in LRCX in Q3 2016 and has held it in 28 quarters since. 3,118 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

JNBA Financial Advisors held 301 shares of Lam Research worth $130K as of Q2 2026.
JNBA Financial Advisors bought 24 Lam Research shares in Q2 2026, an estimated $7.29K.
Lam Research made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #222 holding.
JNBA Financial Advisors first reported a position in Lam Research in Q3 2016 and has held it in 28 quarters since.
3,118 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.