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BMS Financial Advisors’s Lam Research LRCX Stock Holding History

BMS Financial 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 		$323K Sell
5,020
-4,700
-48% -$265K 0.21% 91
2023
Q1 		$515K Buy
9,720
+550
+6% +$27K 0.36% 66
2022
Q4 		$385K Sell
9,170
-270
-3% -$11.3K 0.26% 70
2022
Q3 		$346K Sell
9,440
-160
-2% -$7.12K 0.24% 81
2022
Q2 		$409K Buy
9,600
+1,040
+12% +$49.5K 0.27% 67
2022
Q1 		$460K Buy
8,560
+880
+11% +$51.2K 0.29% 71
2021
Q4 		$552K Buy
+7,680
New +$481K 0.35% 57

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

BMS Financial Advisors's LRCX Position: Q2 2023 in Review

BMS Financial Advisors reduced its Lam Research (LRCX) stake by 48% in Q2 2023, selling an estimated $265K and leaving 5,020 shares worth $323K. The position accounts for 0.21% of the portfolio, ranked #91.

BMS Financial Advisors first reported a position in LRCX in Q4 2021 and has held it in 7 quarters since. The position peaked at $552K in Q4 2021. 1,433 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

  • BMS Financial Advisors held 5,020 shares of Lam Research worth $323K as of Q2 2023.
  • BMS Financial Advisors sold 4,700 Lam Research shares in Q2 2023, an estimated $265K.
  • Lam Research made up 0.21% of BMS Financial Advisors's portfolio in Q2 2023, its #91 holding.
  • BMS Financial Advisors first reported a position in Lam Research in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Lam Research position peaked at $552K in Q4 2021.
  • 1,433 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.