Jones Financial Companies
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Jones Financial Companies’s Lam Research LRCX Stock Holding History

Jones Financial Companies’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 		$60.5M Buy
286,164
+190,406
+199% +$42.6M 0.03% 301
2025
Q4 		$16.4M Buy
95,758
+10,481
+12% +$1.63M 0.01% 356
2025
Q3 		$10.9M Buy
85,277
+27,223
+47% +$2.88M 0.01% 387
2025
Q2 		$5.64M Buy
58,054
+9,770
+20% +$775K ﹤0.01% 468
2025
Q1 		$3.51M Buy
48,284
+14,480
+43% +$1.14M ﹤0.01% 508
2024
Q4 		$2.44M Buy
33,804
+14,304
+73% +$1.08M ﹤0.01% 511
2024
Q3 		$1.61M Buy
19,500
+10,870
+126% +$945K ﹤0.01% 492
2024
Q2 		$919K Buy
8,630
+7,660
+790% +$735K ﹤0.01% 435
2024
Q1 		$94.2K Buy
970
+410
+73% +$36.1K ﹤0.01% 606
2023
Q4 		$43.9K Buy
560
+10
+2% +$682 ﹤0.01% 491
2023
Q3 		$34.5K Buy
+550
New +$36.1K ﹤0.01% 390
2023
Q1 		– Sell
-1,670
Closed -$70K – 687
2022
Q4 		$70K Buy
1,670
+1,370
+457% +$57.3K ﹤0.01% 327
2022
Q3 		$11K Sell
300
-30
-9% -$1.34K ﹤0.01% 414
2022
Q2 		$14K Buy
330
+30
+10% +$1.43K ﹤0.01% 444
2022
Q1 		$16K Hold
300
– – ﹤0.01% 462
2021
Q4 		$22K Hold
300
– – ﹤0.01% 452
2021
Q3 		$17K Hold
300
– – ﹤0.01% 441
2021
Q2 		$20K Hold
300
– – ﹤0.01% 403
2021
Q1 		$18K Hold
300
– – ﹤0.01% 469
2020
Q4 		$14K Buy
+300
New +$12.6K ﹤0.01% 398
2013
Q4 		– Sell
-230
Closed -$1K – 407
2013
Q3 		$1K Hold
230
– – ﹤0.01% 693
2013
Q2 		$1K Buy
+230
New +$1.04K ﹤0.01% 757

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's LRCX Position: Q1 2026 in Review

Jones Financial Companies increased its Lam Research (LRCX) stake by 199% in Q1 2026, buying an estimated $42.6M and bringing the position to 286,164 shares worth $60.5M. The position accounts for 0.03% of the portfolio, ranked #301.

Jones Financial Companies first reported a position in LRCX in Q2 2013 and has held it in 22 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jones Financial Companies held 286,164 shares of Lam Research worth $60.5M as of Q1 2026.
  • Jones Financial Companies bought 190,406 Lam Research shares in Q1 2026, an estimated $42.6M.
  • Lam Research made up 0.03% of Jones Financial Companies's portfolio in Q1 2026, its #301 holding.
  • Jones Financial Companies first reported a position in Lam Research in Q2 2013 and has held it in 22 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.