Baystate Wealth Management’s Lam Research LRCX Stock Holding History

Baystate 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 Q4	$18.7K	Buy	230 +60	+35%	+$4.09K	﹤0.01%	572
2023 Q3	$11.1K	Hold	170	–	–	﹤0.01%	562
2023 Q2	$11.4K	Sell	170 -250	-60%	-$14.1K	﹤0.01%	546
2023 Q1	$22.5K	Buy	420 +250	+147%	+$12.3K	﹤0.01%	446
2022 Q4	$7K	Hold	170	–	–	﹤0.01%	647
2022 Q3	$6K	Hold	170	–	–	﹤0.01%	622
2022 Q2	$7K	Hold	170	–	–	﹤0.01%	625
2022 Q1	$9K	Hold	170	–	–	﹤0.01%	593
2021 Q4	$12K	Hold	170	–	–	﹤0.01%	544
2021 Q3	$10K	Hold	170	–	–	﹤0.01%	525
2021 Q2	$11K	Hold	170	–	–	﹤0.01%	495
2021 Q1	$10K	Sell	170 -20	-11%	-$1.09K	﹤0.01%	462
2020 Q4	$9K	Buy	190 +20	+12%	+$841	﹤0.01%	437
2020 Q3	$6K	Hold	170	–	–	﹤0.01%	449
2020 Q2	$6K	Sell	170 -40	-19%	-$1.09K	﹤0.01%	441
2020 Q1	$5K	Buy	210 +160	+320%	+$4.61K	﹤0.01%	432
2019 Q4	$1K	Buy	+50	New	+$1.33K	﹤0.01%	579
2019 Q2	–	Sell	-80	Closed	-$2K	–	664
2019 Q1	$2K	Buy	+80	New	+$1.33K	﹤0.01%	512
2018 Q2	–	Sell	-10	Closed	-$1K	–	697
2018 Q1	$1K	Buy	+10	New	+$198	﹤0.01%	590

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

Baystate Wealth Management's LRCX Position: Q4 2023 in Review

Baystate Wealth Management increased its Lam Research (LRCX) stake by 35% in Q4 2023, buying an estimated $4.09K and bringing the position to 230 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Baystate Wealth Management first reported a position in LRCX in Q1 2018 and has held it in 19 quarters since. The position peaked at $22.5K in Q1 2023. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

Baystate Wealth Management held 230 shares of Lam Research worth $18.7K as of Q4 2023.
Baystate Wealth Management bought 60 Lam Research shares in Q4 2023, an estimated $4.09K.
Lam Research made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #572 holding.
Baystate Wealth Management first reported a position in Lam Research in Q1 2018 and has held it in 19 quarters since.
Baystate Wealth Management's Lam Research position peaked at $22.5K in Q1 2023.
1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.