BPB
LRCX icon

Badgley, Phelps & Bell’s Lam Research LRCX Stock Holding History

Badgley, Phelps & Bell’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
2021
Q2 		$30.2M Buy
463,980
+23,870
+5% +$1.51M 1.12% 22
2021
Q1 		$26.2M Sell
440,110
-5,940
-1% -$324K 1.09% 22
2020
Q4 		$21.1M Buy
446,050
+12,740
+3% +$536K 0.91% 36
2020
Q3 		$14.4M Buy
433,310
+10,980
+3% +$378K 0.71% 51
2020
Q2 		$13.7M Buy
422,330
+9,350
+2% +$255K 0.75% 50
2020
Q1 		$9.91M Buy
412,980
+11,880
+3% +$342K 0.65% 57
2019
Q4 		$11.7M Buy
401,100
+8,590
+2% +$228K 0.62% 69
2019
Q3 		$9.07M Buy
392,510
+10,440
+3% +$219K 0.52% 81
2019
Q2 		$7.18M Buy
382,070
+4,600
+1% +$87.3K 0.42% 88
2019
Q1 		$6.76M Buy
377,470
+28,380
+8% +$474K 0.41% 89
2018
Q4 		$4.75M Sell
349,090
-13,460
-4% -$193K 0.34% 91
2018
Q3 		$5.5M Sell
362,550
-2,280
-0.6% -$38.9K 0.34% 98
2018
Q2 		$6.31M Sell
364,830
-195,130
-35% -$3.76M 0.41% 95
2018
Q1 		$11.4M Sell
559,960
-193,140
-26% -$3.83M 0.76% 54
2017
Q4 		$13.9M Sell
753,100
-30,490
-4% -$599K 0.95% 24
2017
Q3 		$14.5M Sell
783,590
-16,360
-2% -$265K 1.07% 20
2017
Q2 		$11.3M Buy
799,950
+5,430
+0.7% +$79.6K 0.88% 33
2017
Q1 		$10.2M Sell
794,520
-6,590
-0.8% -$77.5K 0.82% 41
2016
Q4 		$8.47M Sell
801,110
-318,920
-28% -$3.24M 0.73% 62
2016
Q3 		$10.6M Buy
1,120,030
+2,550
+0.2% +$23.2K 0.93% 28
2016
Q2 		$9.39M Buy
1,117,480
+44,140
+4% +$355K 0.86% 39
2016
Q1 		$8.87M Buy
1,073,340
+74,640
+7% +$543K 0.83% 41
2015
Q4 		$7.93M Buy
998,700
+36,110
+4% +$272K 0.78% 53
2015
Q3 		$6.29M Sell
962,590
-7,870
-0.8% -$57.7K 0.65% 67
2015
Q2 		$7.89M Sell
970,460
-17,530
-2% -$138K 0.77% 58
2015
Q1 		$6.94M Sell
987,990
-24,650
-2% -$195K 0.68% 72
2014
Q4 		$8.03M Sell
1,012,640
-6,400
-0.6% -$49.6K 0.79% 61
2014
Q3 		$7.61M Buy
1,019,040
+16,950
+2% +$121K 0.75% 62
2014
Q2 		$6.77M Buy
1,002,090
+8,920
+0.9% +$53.3K 0.67% 70
2014
Q1 		$5.46M Buy
+993,170
New +$5.28M 0.56% 81

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
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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Badgley, Phelps & Bell's LRCX Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Lam Research (LRCX) stake by 5.4% in Q2 2021, buying an estimated $1.51M and bringing the position to 463,980 shares worth $30.2M. The position accounts for 1.12% of the portfolio, ranked #22.

Badgley, Phelps & Bell first reported a position in LRCX in Q1 2014 and has held it in 30 quarters since. 1,311 funds tracked by Wall St. Rank hold LRCX as of Q2 2021.

  • Badgley, Phelps & Bell held 463,980 shares of Lam Research worth $30.2M as of Q2 2021.
  • Badgley, Phelps & Bell bought 23,870 Lam Research shares in Q2 2021, an estimated $1.51M.
  • Lam Research made up 1.12% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #22 holding.
  • Badgley, Phelps & Bell first reported a position in Lam Research in Q1 2014 and has held it in 30 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Lam Research as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.