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BDO Wealth Advisors’s Lam Research LRCX Stock Holding History

BDO Wealth Advisors’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
Q2 		$62.8K Buy
980
+410
+72% +$23.1K 0.01% 398
2023
Q1 		$30.2K Sell
570
-1,650
-74% -$81K ﹤0.01% 511
2022
Q4 		$93.3K Hold
2,220
– – 0.01% 339
2022
Q3 		$81K Sell
2,220
-80
-3% -$3.56K 0.01% 346
2022
Q2 		$98K Hold
2,300
– – 0.01% 328
2022
Q1 		$124K Hold
2,300
– – 0.01% 315
2021
Q4 		$165K Hold
2,300
– – 0.02% 300
2021
Q3 		$131K Hold
2,300
– – 0.01% 329
2021
Q2 		$150K Hold
2,300
– – 0.02% 327
2021
Q1 		$137K Buy
2,300
+400
+21% +$21.8K 0.02% 331
2020
Q4 		$90K Hold
1,900
– – 0.01% 300
2020
Q3 		$63K Buy
1,900
+80
+4% +$2.76K 0.01% 307
2020
Q2 		$59K Hold
1,820
– – 0.01% 311
2020
Q1 		$44K Sell
1,820
-200
-10% -$5.76K 0.01% 345
2019
Q4 		$59K Hold
2,020
– – 0.02% 287
2019
Q3 		$47K Buy
2,020
+70
+4% +$1.47K 0.01% 321
2019
Q2 		$37K Hold
1,950
– – 0.01% 337
2019
Q1 		$35K Hold
1,950
– – 0.01% 322
2018
Q4 		$27K Sell
1,950
-500
-20% -$7.17K 0.01% 309
2018
Q3 		$37K Hold
2,450
– – 0.01% 321
2018
Q2 		$42K Sell
2,450
-1,800
-42% -$34.7K 0.01% 315
2018
Q1 		$86K Buy
4,250
+650
+18% +$12.9K 0.03% 195
2017
Q4 		$66K Hold
3,600
– – 0.03% 189
2017
Q3 		$67K Sell
3,600
-4,750
-57% -$77.1K 0.03% 169
2017
Q2 		$118K Buy
+8,350
New +$122K 0.05% 157

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BDO Wealth Advisors's LRCX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Lam Research (LRCX) stake by 72% in Q2 2023, buying an estimated $23.1K and bringing the position to 980 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #398.

BDO Wealth Advisors first reported a position in LRCX in Q2 2017 and has held it in 25 quarters since. The position peaked at $165K in Q4 2021. 1,433 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

  • BDO Wealth Advisors held 980 shares of Lam Research worth $62.8K as of Q2 2023.
  • BDO Wealth Advisors bought 410 Lam Research shares in Q2 2023, an estimated $23.1K.
  • Lam Research made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #398 holding.
  • BDO Wealth Advisors first reported a position in Lam Research in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Lam Research position peaked at $165K in Q4 2021.
  • 1,433 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.