LRCX β€” LAM RESEARCH CORP

Ownership history in JPL Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

JPL Wealth Management, LLC reported LAM RESEARCH CORP (LRCX) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows LRCX at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LRCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JPL Wealth Management, LLC's position in LAM RESEARCH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

LRCX was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How JPL Wealth Management, LLC held LRCX β€” position size vs. price
% of Fund (quarterly)    LRCX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 346 β€” β€” 0.01% $46K 2025-11-14 $147.84

FAQ About JPL Wealth Management, LLC and LRCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has JPL Wealth Management, LLC reported owning LRCX?

JPL Wealth Management, LLC reported LRCX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported LRCX position in JPL Wealth Management, LLC's portfolio?

The largest reported portfolio weight for LRCX was 0.01% in 2025 Q3.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2025 Q3, when JPL Wealth Management, LLC reported 346 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this LRCX ownership page compare?

The chart compares JPL Wealth Management, LLC's quarterly LRCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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