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Ameliora Wealth Management’s Lam Research LRCX Stock Holding History

Ameliora 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
2023
Q2 		– Sell
-2,200
Closed -$117K – 212
2023
Q1 		$117K Sell
2,200
-1,470
-40% -$72.1K 0.07% 102
2022
Q4 		$154K Sell
3,670
-1,210
-25% -$50.6K 0.08% 84
2022
Q3 		$158K Buy
+4,880
New +$217K 0.09% 80

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Ameliora Wealth Management's LRCX Position: Q2 2023 in Review

Ameliora Wealth Management sold out of Lam Research (LRCX) in Q2 2023, closing a stake of 2,200 shares — an estimated $117K sold.

Ameliora Wealth Management first reported a position in LRCX in Q3 2022 and held it in 3 quarters. The position peaked at $158K in Q3 2022. 1,433 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

  • Ameliora Wealth Management reported no remaining Lam Research position as of Q2 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,200 Lam Research shares in Q2 2023, an estimated $117K.
  • Ameliora Wealth Management first reported a position in Lam Research in Q3 2022 and held it in 3 quarters.
  • Ameliora Wealth Management's Lam Research position peaked at $158K in Q3 2022.
  • 1,433 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.