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B. Riley Wealth Management’s Lam Research LRCX Stock Holding History

B. Riley 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 		$743K Buy
17,440
+6,310
+57% +$300K 0.08% 227
2022
Q1 		$598K Buy
11,130
+3,590
+48% +$209K 0.05% 299
2021
Q4 		$542K Buy
7,540
+2,140
+40% +$134K 0.04% 327
2021
Q3 		$307K Buy
+5,400
New +$328K 0.02% 450
2020
Q1 		– Sell
-11,020
Closed -$322K – 546
2019
Q4 		$322K Buy
+11,020
New +$293K 0.05% 278

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

B. Riley Wealth Management's LRCX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Lam Research (LRCX) stake by 57% in Q2 2022, buying an estimated $300K and bringing the position to 17,440 shares worth $743K. The position accounts for 0.08% of the portfolio, ranked #227.

B. Riley Wealth Management first reported a position in LRCX in Q4 2019 and has held it in 5 quarters since. 1,307 funds tracked by Wall St. Rank hold LRCX as of Q2 2022.

  • B. Riley Wealth Management held 17,440 shares of Lam Research worth $743K as of Q2 2022.
  • B. Riley Wealth Management bought 6,310 Lam Research shares in Q2 2022, an estimated $300K.
  • Lam Research made up 0.08% of B. Riley Wealth Management's portfolio in Q2 2022, its #227 holding.
  • B. Riley Wealth Management first reported a position in Lam Research in Q4 2019 and has held it in 5 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Lam Research as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.