JF
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Jump Financial’s Lam Research LRCX Stock Holding History

Jump Financial’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 		$15.9M Buy
74,247
+29,633
+66% +$6.63M 0.21% 111
2025
Q4 		$7.64M Sell
44,614
-129,129
-74% -$20.1M 0.09% 274
2025
Q3 		$23.3M Buy
173,743
+127,405
+275% +$13.5M 0.28% 71
2025
Q2 		$4.51M Buy
46,338
+23,686
+105% +$1.88M 0.05% 443
2025
Q1 		$1.65M Sell
22,652
-29,457
-57% -$2.32M 0.02% 638
2024
Q4 		$3.76M Buy
52,109
+48,539
+1,360% +$3.68M 0.08% 330
2024
Q3 		$291K Sell
3,570
-52,890
-94% -$4.6M 0.01% 1321
2024
Q2 		$6.01M Sell
56,460
-12,090
-18% -$1.16M 0.12% 187
2024
Q1 		$6.66M Buy
68,550
+45,720
+200% +$4.02M 0.18% 84
2023
Q4 		$1.79M Buy
22,830
+11,860
+108% +$808K 0.06% 427
2023
Q3 		$688K Buy
+10,970
New +$721K 0.03% 847
2023
Q2 		– Sell
-6,110
Closed -$324K – 2006
2023
Q1 		$324K Sell
6,110
-2,080
-25% -$102K 0.01% 1080
2022
Q4 		$344K Sell
8,190
-9,510
-54% -$398K 0.02% 961
2022
Q3 		$648K Buy
17,700
+8,880
+101% +$395K 0.03% 785
2022
Q2 		$376K Buy
8,820
+2,400
+37% +$114K 0.02% 971
2022
Q1 		$345K Sell
6,420
-9,780
-60% -$569K 0.01% 989
2021
Q4 		$1.17M Buy
+16,200
New +$1.02M 0.07% 343
2021
Q2 		– Sell
-10,200
Closed -$607K – 1268
2021
Q1 		$607K Sell
10,200
-3,800
-27% -$207K 0.06% 352
2020
Q4 		$661K Buy
+14,000
New +$589K 0.11% 282

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

Jump Financial's LRCX Position: Q1 2026 in Review

Jump Financial increased its Lam Research (LRCX) stake by 66% in Q1 2026, buying an estimated $6.63M and bringing the position to 74,247 shares worth $15.9M. The position accounts for 0.21% of the portfolio, ranked #111.

Jump Financial first reported a position in LRCX in Q4 2020 and has held it in 19 quarters since. The position peaked at $23.3M in Q3 2025. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

  • Jump Financial held 74,247 shares of Lam Research worth $15.9M as of Q1 2026.
  • Jump Financial bought 29,633 Lam Research shares in Q1 2026, an estimated $6.63M.
  • Lam Research made up 0.21% of Jump Financial's portfolio in Q1 2026, its #111 holding.
  • Jump Financial first reported a position in Lam Research in Q4 2020 and has held it in 19 quarters since.
  • Jump Financial's Lam Research position peaked at $23.3M in Q3 2025.
  • 2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.