9258 Wealth Management’s Lam Research LRCX Stock Holding History

9258 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
2024 Q3	–	Sell	-2,080	Closed	-$221K	–	360
2024 Q2	$221K	Sell	2,080 -330	-14%	-$31.6K	0.03%	315
2024 Q1	$234K	Sell	2,410 -350	-13%	-$30.8K	0.04%	299
2023 Q4	$216K	Sell	2,760 -600	-18%	-$40.9K	0.04%	297
2023 Q3	$211K	Sell	3,360 -770	-19%	-$50.6K	0.04%	297
2023 Q2	$266K	Sell	4,130 -30	-0.7%	-$1.69K	0.05%	267
2023 Q1	$221K	Buy	+4,160	New	+$204K	0.04%	294

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

9258 Wealth Management's LRCX Position: Q3 2024 in Review

9258 Wealth Management sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 2,080 shares — an estimated $221K sold.

9258 Wealth Management first reported a position in LRCX in Q1 2023 and held it in 6 quarters. The position peaked at $266K in Q2 2023. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

9258 Wealth Management reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
9258 Wealth Management sold 2,080 Lam Research shares in Q3 2024, an estimated $221K.
9258 Wealth Management first reported a position in Lam Research in Q1 2023 and held it in 6 quarters.
9258 Wealth Management's Lam Research position peaked at $266K in Q2 2023.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.