AE Wealth Management’s Lam Research LRCX Stock Holding History

AE Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.3M	Buy	44,190 +7,118	+19%	+$693K	0.03%	378
2025 Q1	$2.7M	Buy	37,072 +12,055	+48%	+$876K	0.02%	457
2024 Q4	$1.81M	Buy	+25,017	New	+$1.81M	0.02%	553
2024 Q3	–	Sell	-9,570	Closed	-$1.02M	–	1292
2024 Q2	$1.02M	Buy	9,570 +1,760	+23%	+$187K	0.01%	695
2024 Q1	$759K	Sell	7,810 -51,080	-87%	-$4.97M	0.01%	717
2023 Q4	$4.94M	Buy	58,890 +560	+1%	+$47K	0.03%	593
2023 Q3	$3.66M	Buy	58,330 +5,960	+11%	+$374K	0.02%	634
2023 Q2	$3.37M	Sell	52,370 -28,030	-35%	-$1.8M	0.02%	666
2023 Q1	$4.26M	Sell	80,400 -46,580	-37%	-$2.47M	0.03%	543
2022 Q4	$5.34M	Sell	126,980 -10,770	-8%	-$453K	0.04%	466
2022 Q3	$5.04M	Buy	137,750 +16,030	+13%	+$587K	0.04%	430
2022 Q2	$5.19M	Buy	121,720 +7,720	+7%	+$329K	0.04%	404
2022 Q1	$6.13M	Buy	114,000 +21,750	+24%	+$1.17M	0.04%	385
2021 Q4	$6.63M	Buy	92,250 +1,070	+1%	+$76.9K	0.05%	364
2021 Q3	$5.19M	Buy	91,180 +15,630	+21%	+$889K	0.04%	374
2021 Q2	$4.92M	Buy	75,550 +39,670	+111%	+$2.58M	0.04%	367
2021 Q1	$2.14M	Sell	35,880 -5,630	-14%	-$335K	0.02%	548
2020 Q4	$1.96M	Sell	41,510 -17,270	-29%	-$815K	0.02%	501
2020 Q3	$1.95M	Buy	58,780 +10,260	+21%	+$340K	0.03%	430
2020 Q2	$1.57M	Buy	48,520 +3,530	+8%	+$114K	0.02%	480
2020 Q1	$1.08M	Buy	44,990 +3,260	+8%	+$78.3K	0.02%	461
2019 Q4	$1.22M	Buy	41,730 +10,200	+32%	+$298K	0.03%	486
2019 Q3	$729K	Buy	31,530 +4,080	+15%	+$94.3K	0.02%	521
2019 Q2	$516K	Buy	+27,450	New	+$516K	0.02%	577
2018 Q4	–	Sell	-17,040	Closed	-$258K	–	545
2018 Q3	$258K	Sell	17,040 -510	-3%	-$7.72K	0.01%	487
2018 Q2	$303K	Buy	17,550 +1,520	+9%	+$26.2K	0.02%	329
2018 Q1	$326K	Buy	16,030 +1,420	+10%	+$28.9K	0.03%	313
2017 Q4	$269K	Buy	+14,610	New	+$269K	0.02%	342