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Altium Wealth Management’s Lam Research LRCX Stock Holding History

Altium 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
2022
Q2 		– Sell
-14,790
Closed -$795K – 385
2022
Q1 		$795K Buy
14,790
+4,500
+44% +$262K 0.05% 187
2021
Q4 		$740K Buy
10,290
+1,180
+13% +$74K 0.05% 192
2021
Q3 		$518K Buy
9,110
+2,440
+37% +$148K 0.04% 220
2021
Q2 		$434K Buy
6,670
+1,510
+29% +$95.3K 0.03% 253
2021
Q1 		$307K Buy
+5,160
New +$281K 0.02% 301

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Altium Wealth Management's LRCX Position: Q2 2022 in Review

Altium Wealth Management sold out of Lam Research (LRCX) in Q2 2022, closing a stake of 14,790 shares — an estimated $795K sold.

Altium Wealth Management first reported a position in LRCX in Q1 2021 and held it in 5 quarters. The position peaked at $795K in Q1 2022. 1,306 funds tracked by Wall St. Rank hold LRCX as of Q2 2022.

  • Altium Wealth Management reported no remaining Lam Research position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 14,790 Lam Research shares in Q2 2022, an estimated $795K.
  • Altium Wealth Management first reported a position in Lam Research in Q1 2021 and held it in 5 quarters.
  • Altium Wealth Management's Lam Research position peaked at $795K in Q1 2022.
  • 1,306 funds tracked by Wall St. Rank held Lam Research as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.