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 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 $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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Jupiter Wealth Management's LRCX Position: Q1 2026 in Review

Jupiter Wealth Management held its Lam Research (LRCX) position steady in Q1 2026 at 1,500 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #70.

Jupiter Wealth Management first reported a position in LRCX in Q3 2023 and has held it in 11 quarters since. 2,630 funds tracked by Wall St. Rank hold LRCX as of Q1 2026.

Jupiter Wealth Management held 1,500 shares of Lam Research worth $443K as of Q1 2026.
Jupiter Wealth Management left its Lam Research share count unchanged in Q1 2026.
Lam Research made up 0.18% of Jupiter Wealth Management's portfolio in Q1 2026, its #70 holding.
Jupiter Wealth Management first reported a position in Lam Research in Q3 2023 and has held it in 11 quarters since.
2,630 funds tracked by Wall St. Rank held Lam Research as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.