Bartlett & Co’s Lam Research LRCX Stock Holding History

Bartlett & Co’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 Q4	$44K	Sell	550 -80	-13%	-$5.45K	﹤0.01%	731
2023 Q3	$40K	Sell	630 -400	-39%	-$26.3K	﹤0.01%	700
2023 Q2	$66K	Hold	1,030	–	–	﹤0.01%	619
2023 Q1	$55K	Hold	1,030	–	–	﹤0.01%	555
2022 Q4	$43K	Hold	1,030	–	–	﹤0.01%	604
2022 Q3	$38K	Sell	1,030 -110	-10%	-$4.9K	﹤0.01%	608
2022 Q2	$49K	Buy	1,140 +190	+20%	+$9.04K	﹤0.01%	574
2022 Q1	$51K	Buy	+950	New	+$55.3K	﹤0.01%	582
2021 Q4	–	Sell	-950	Closed	-$54K	–	677
2021 Q3	$54K	Buy	950 +370	+64%	+$22.5K	﹤0.01%	498
2021 Q2	$38K	Hold	580	–	–	﹤0.01%	547
2021 Q1	$35K	Hold	580	–	–	﹤0.01%	594
2020 Q4	$27K	Buy	+580	New	+$24.4K	﹤0.01%	630

Other funds holding LRCX

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bartlett & Co's LRCX Position: Q4 2023 in Review

Bartlett & Co reduced its Lam Research (LRCX) stake by 13% in Q4 2023, selling an estimated $5.45K and leaving 550 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Bartlett & Co first reported a position in LRCX in Q4 2020 and has held it in 12 quarters since. The position peaked at $66K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

Bartlett & Co held 550 shares of Lam Research worth $44K as of Q4 2023.
Bartlett & Co sold 80 Lam Research shares in Q4 2023, an estimated $5.45K.
Lam Research made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #731 holding.
Bartlett & Co first reported a position in Lam Research in Q4 2020 and has held it in 12 quarters since.
Bartlett & Co's Lam Research position peaked at $66K in Q2 2023.
1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.