BerganKDV Wealth Management’s Lam Research LRCX Stock Holding History

BerganKDV 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 Q2	$2.57K	Sell	40 -100	-71%	-$5.64K	﹤0.01%	669
2023 Q1	$7.51K	Hold	140	–	–	﹤0.01%	641
2022 Q4	$5.94K	Buy	140 +20	+17%	+$837	﹤0.01%	647
2022 Q3	$4K	Sell	120 -130	-52%	-$5.79K	﹤0.01%	717
2022 Q2	$11K	Buy	250 +10	+4%	+$476	﹤0.01%	578
2022 Q1	$13K	Sell	240 -100	-29%	-$5.82K	﹤0.01%	579
2021 Q4	$24K	Buy	340 +100	+42%	+$6.27K	﹤0.01%	519
2021 Q3	$14K	Hold	240	–	–	﹤0.01%	580
2021 Q2	$16K	Hold	240	–	–	﹤0.01%	542
2021 Q1	$14K	Hold	240	–	–	﹤0.01%	531
2020 Q4	$11K	Buy	240 +120	+100%	+$5.05K	﹤0.01%	559
2020 Q3	$4K	Hold	120	–	–	﹤0.01%	609
2020 Q2	$4K	Sell	120 -50	-29%	-$1.36K	﹤0.01%	661
2020 Q1	$4K	Hold	170	–	–	﹤0.01%	619
2019 Q4	$5K	Buy	+170	New	+$4.51K	﹤0.01%	621
2018 Q4	–	Sell	-950	Closed	-$14K	–	713
2018 Q3	$14K	Sell	950 -43,630	-98%	-$745K	﹤0.01%	449
2018 Q2	$770K	Buy	44,580 +2,920	+7%	+$56.2K	0.17%	106
2018 Q1	$846K	Buy	41,660 +450	+1%	+$8.91K	0.23%	96
2017 Q4	$759K	Buy	41,210 +7,620	+23%	+$150K	0.18%	107
2017 Q3	$622K	Buy	33,590 +13,260	+65%	+$215K	0.16%	115
2017 Q2	$288K	Sell	20,330 -4,010	-16%	-$58.8K	0.08%	142
2017 Q1	$312K	Buy	24,340 +3,940	+19%	+$46.3K	0.09%	138
2016 Q4	$216K	Buy	+20,400	New	+$207K	0.07%	152

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

BerganKDV Wealth Management's LRCX Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Lam Research (LRCX) stake by 71% in Q2 2023, selling an estimated $5.64K and leaving 40 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

BerganKDV Wealth Management first reported a position in LRCX in Q4 2016 and has held it in 23 quarters since. The position peaked at $846K in Q1 2018. 1,433 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

BerganKDV Wealth Management held 40 shares of Lam Research worth $2.57K as of Q2 2023.
BerganKDV Wealth Management sold 100 Lam Research shares in Q2 2023, an estimated $5.64K.
Lam Research made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #669 holding.
BerganKDV Wealth Management first reported a position in Lam Research in Q4 2016 and has held it in 23 quarters since.
BerganKDV Wealth Management's Lam Research position peaked at $846K in Q1 2018.
1,433 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.