Barrett Asset Management’s Lam Research LRCX Stock Holding History

Barrett Asset 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 Q1	$603K	Sell	11,230 -40	-0.4%	-$2.33K	0.03%	140
2021 Q4	$810K	Buy	11,270 +1,290	+13%	+$80.9K	0.03%	129
2021 Q3	$568K	Buy	9,980 +600	+6%	+$36.5K	0.03%	134
2021 Q2	$610K	Hold	9,380	–	–	0.03%	126
2021 Q1	$558K	Buy	9,380 +6,430	+218%	+$350K	0.03%	127
2020 Q4	$139K	Buy	2,950 +250	+9%	+$10.5K	0.01%	206
2020 Q3	$90K	Buy	2,700 +2,500	+1,250%	+$86.1K	0.01%	213
2020 Q2	$6K	Buy	+200	New	+$5.45K	﹤0.01%	356

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Barrett Asset Management's LRCX Position: Q1 2022 in Review

Barrett Asset Management reduced its Lam Research (LRCX) stake by 0.35% in Q1 2022, selling an estimated $2.33K and leaving 11,230 shares worth $603K. The position accounts for 0.03% of the portfolio, ranked #140.

Barrett Asset Management first reported a position in LRCX in Q2 2020 and has held it in 8 quarters since. The position peaked at $810K in Q4 2021. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

Barrett Asset Management held 11,230 shares of Lam Research worth $603K as of Q1 2022.
Barrett Asset Management sold 40 Lam Research shares in Q1 2022, an estimated $2.33K.
Lam Research made up 0.03% of Barrett Asset Management's portfolio in Q1 2022, its #140 holding.
Barrett Asset Management first reported a position in Lam Research in Q2 2020 and has held it in 8 quarters since.
Barrett Asset Management's Lam Research position peaked at $810K in Q4 2021.
1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.