JP Morgan Chase’s Lam Research LRCX Stock Holding History

JP Morgan Chase’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	$100M	Buy	502,000 +340,700	+211%	+$76.2M	0.01%	982
2025 Q4	$27.6M	Buy	161,300 +110,000	+214%	+$17.1M	﹤0.01%	1799
2025 Q3	$6.87M	Buy	+51,300	New	+$5.43M	﹤0.01%	3077
2025 Q2	–	Sell	-7,400	Closed	-$538K	–	7410
2025 Q1	$538K	Sell	7,400 -32,600	-82%	-$2.57M	﹤0.01%	4723
2024 Q4	$2.89M	Hold	40,000	–	–	﹤0.01%	3866
2024 Q3	$3.26M	Hold	40,000	–	–	﹤0.01%	3565
2024 Q2	$4.26M	Sell	40,000 -387,000	-91%	-$37.1M	﹤0.01%	3156
2024 Q1	$41.5M	Buy	427,000 +70,000	+20%	+$6.16M	﹤0.01%	1399
2023 Q4	$28M	Sell	357,000 -27,000	-7%	-$1.84M	﹤0.01%	1578
2023 Q3	$24.1M	Buy	384,000 +24,000	+7%	+$1.58M	﹤0.01%	1543
2023 Q2	$23.1M	Buy	360,000 +356,000	+8,900%	+$20.1M	﹤0.01%	1593
2023 Q1	$212K	Sell	4,000 -75,000	-95%	-$3.68M	﹤0.01%	5029
2022 Q4	$3.32M	Buy	79,000 +10,000	+14%	+$418K	﹤0.01%	3161
2022 Q3	$2.52M	Sell	69,000 -43,000	-38%	-$1.91M	﹤0.01%	3281
2022 Q2	$4.77M	Buy	112,000 +4,000	+4%	+$190K	﹤0.01%	2829
2022 Q1	$5.81M	Buy	108,000 +23,000	+27%	+$1.34M	﹤0.01%	2878
2021 Q4	$6.11M	Buy	85,000 +57,000	+204%	+$3.57M	﹤0.01%	2884
2021 Q3	$1.59M	Hold	28,000	–	–	﹤0.01%	3957
2021 Q2	$1.82M	Hold	28,000	–	–	﹤0.01%	3858
2021 Q1	$1.67M	Buy	+28,000	New	+$1.53M	﹤0.01%	3854
2020 Q4	–	Sell	-200,000	Closed	-$6.75M	–	5794
2020 Q3	$6.75M	Hold	200,000	–	–	﹤0.01%	2328
2020 Q2	$6.47M	Hold	200,000	–	–	﹤0.01%	2258
2020 Q1	$4.8M	Sell	200,000 -197,000	-50%	-$5.67M	﹤0.01%	2297
2019 Q4	$11.6M	Sell	397,000 -489,000	-55%	-$13M	﹤0.01%	2002
2019 Q3	$20.5M	Sell	886,000 -200,000	-18%	-$4.2M	﹤0.01%	1564
2019 Q2	$20.2M	Buy	1,086,000 +170,000	+19%	+$3.23M	﹤0.01%	1557
2019 Q1	$16.4M	Buy	+916,000	New	+$15.3M	﹤0.01%	1677
2016 Q2	–	Sell	-905,000	Closed	-$7.47M	–	4880
2016 Q1	$7.47M	Sell	905,000 -4,265,000	-82%	-$31M	﹤0.01%	1963
2015 Q4	$41.1M	Buy	+5,170,000	New	+$38.9M	0.01%	903
2015 Q3	–	Sell	-361,000	Closed	-$2.94M	–	4003
2015 Q2	$2.94M	Sell	361,000 -139,000	-28%	-$1.09M	﹤0.01%	2689
2015 Q1	$3.51M	Sell	500,000 -520,000	-51%	-$4.11M	﹤0.01%	2570
2014 Q4	$8.09M	Sell	1,020,000 -927,000	-48%	-$7.19M	﹤0.01%	2083
2014 Q3	$14.5M	Buy	+1,947,000	New	+$13.9M	﹤0.01%	1652
2014 Q1	–	Sell	-2,000	Closed	-$11K	–	3775
2013 Q4	$11K	Hold	2,000	–	–	﹤0.01%	4033
2013 Q3	$10K	Hold	2,000	–	–	﹤0.01%	4330
2013 Q2	$9K	Buy	+2,000	New	+$9.04K	﹤0.01%	4346

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase's LRCX Position: Q1 2026 in Review

JP Morgan Chase increased its Lam Research (LRCX) stake by 39% in Q1 2026, buying an estimated $2.06B and bringing the position to 32,712,933 shares worth $6.54B. The position accounts for 0.42% of the portfolio, ranked #40.

JP Morgan Chase first reported a position in LRCX in Q2 2013 and has held it in 52 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

JP Morgan Chase held 32,712,933 shares of Lam Research worth $6.54B as of Q1 2026.
JP Morgan Chase bought 9,204,337 Lam Research shares in Q1 2026, an estimated $2.06B.
Lam Research made up 0.42% of JP Morgan Chase's portfolio in Q1 2026, its #40 holding.
JP Morgan Chase first reported a position in Lam Research in Q2 2013 and has held it in 52 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.