Jupiter Wealth Management’s Lam Research LRCX Stock Holding History

Jupiter 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 Q2	$650K	Hold	1,500	–	–	0.26%	62
2026 Q1	$443K	Hold	1,500	–	–	0.18%	70
2025 Q4	$347K	Hold	1,500	–	–	0.15%	66
2025 Q3	$201K	Hold	1,500	–	–	0.09%	83
2025 Q2	$160K	Hold	1,500	–	–	0.08%	81
2025 Q1	$126K	Hold	1,500	–	–	0.08%	66
2024 Q4	$108K	Hold	1,500	–	–	0.05%	89
2024 Q3	$122K	Hold	1,500	–	–	0.06%	87
2024 Q2	$138K	Hold	1,500	–	–	0.07%	86
2024 Q1	$137K	Hold	1,500	–	–	0.07%	90
2023 Q4	$117K	Hold	1,500	–	–	0.07%	83
2023 Q3	$103K	Buy	+1,500	New	+$98.5K	0.07%	84

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

Jupiter Wealth Management's LRCX Position: Q2 2026 in Review

Jupiter Wealth Management held its Lam Research (LRCX) position steady in Q2 2026 at 1,500 shares worth $650K. The position accounts for 0.26% of the portfolio, ranked #62.

Jupiter Wealth Management first reported a position in LRCX in Q3 2023 and has held it in 12 quarters since. 3,135 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

Jupiter Wealth Management held 1,500 shares of Lam Research worth $650K as of Q2 2026.
Jupiter Wealth Management left its Lam Research share count unchanged in Q2 2026.
Lam Research made up 0.26% of Jupiter Wealth Management's portfolio in Q2 2026, its #62 holding.
Jupiter Wealth Management first reported a position in Lam Research in Q3 2023 and has held it in 12 quarters since.
3,135 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.