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Bel Air Investment Advisors’s Lam Research LRCX Stock Holding History

Bel Air Investment 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
2021
Q2 		$1.46M Sell
22,450
-5,150
-19% -$325K 0.04% 150
2021
Q1 		$1.64M Buy
+27,600
New +$1.5M 0.05% 143

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

Bel Air Investment Advisors's LRCX Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Lam Research (LRCX) stake by 19% in Q2 2021, selling an estimated $325K and leaving 22,450 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #150.

Bel Air Investment Advisors first reported a position in LRCX in Q1 2021 and has held it in 2 quarters since. The position peaked at $1.64M in Q1 2021. 1,310 funds tracked by Wall St. Rank hold LRCX as of Q2 2021.

  • Bel Air Investment Advisors held 22,450 shares of Lam Research worth $1.46M as of Q2 2021.
  • Bel Air Investment Advisors sold 5,150 Lam Research shares in Q2 2021, an estimated $325K.
  • Lam Research made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #150 holding.
  • Bel Air Investment Advisors first reported a position in Lam Research in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Lam Research position peaked at $1.64M in Q1 2021.
  • 1,310 funds tracked by Wall St. Rank held Lam Research as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.