Able Wealth Management’s Lam Research LRCX Stock Holding History

Able 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 Q1	–	Sell	-110	Closed	-$8.76K	–	364
2023 Q4	$8.76K	Buy	+110	New	+$7.5K	0.01%	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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Able Wealth Management's LRCX Position: Q1 2024 in Review

Able Wealth Management sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 110 shares — an estimated $8.76K sold.

Able Wealth Management first reported a position in LRCX in Q4 2023 and held it in 1 quarter. The position peaked at $8.76K in Q4 2023. 1,731 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

Able Wealth Management reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 110 Lam Research shares in Q1 2024, an estimated $8.76K.
Able Wealth Management first reported a position in Lam Research in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Lam Research position peaked at $8.76K in Q4 2023.
1,731 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.