JVL Associates’s Lam Research LRCX Stock Holding History

JVL Associates’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 Q3	–	Sell	-545	Closed	-$236K	–	81
2026 Q2	$236K	Buy	+545	New	+$165K	0.07%	72

Other funds holding LRCX

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JVL Associates's LRCX Position: Q3 2026 in Review

JVL Associates sold out of Lam Research (LRCX) in Q3 2026, closing a stake of 545 shares — an estimated $236K sold.

JVL Associates first reported a position in LRCX in Q2 2026 and held it in 1 quarter. The position peaked at $236K in Q2 2026. 2,131 funds tracked by Wall St. Rank hold LRCX as of Q3 2026.

JVL Associates reported no remaining Lam Research position as of Q3 2026 after selling out during the quarter.
JVL Associates sold 545 Lam Research shares in Q3 2026, an estimated $236K.
JVL Associates first reported a position in Lam Research in Q2 2026 and held it in 1 quarter.
JVL Associates's Lam Research position peaked at $236K in Q2 2026.
2,131 funds tracked by Wall St. Rank held Lam Research as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.