BSW
LRCX icon

Buckingham Strategic Wealth’s Lam Research LRCX Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$4.38M Sell
41,170
-900
-2% -$86.3K 0.05% 156
2024
Q1 		$4.09M Buy
42,070
+480
+1% +$42.2K 0.04% 165
2023
Q4 		$3.26M Buy
41,590
+1,680
+4% +$114K 0.04% 179
2023
Q3 		$2.5M Buy
39,910
+910
+2% +$59.8K 0.04% 196
2023
Q2 		$2.51M Buy
39,000
+1,660
+4% +$93.6K 0.04% 195
2023
Q1 		$1.57M Hold
37,340
– – 0.03% 213
2022
Q4 		$1.57M Sell
37,340
-4,280
-10% -$179K 0.03% 214
2022
Q3 		$1.52M Buy
41,620
+1,460
+4% +$65K 0.03% 205
2022
Q2 		$1.71M Buy
40,160
+590
+1% +$28.1K 0.03% 190
2022
Q1 		$2.13M Sell
39,570
-1,510
-4% -$87.9K 0.04% 172
2021
Q4 		$2.95M Sell
41,080
-1,890
-4% -$118K 0.06% 147
2021
Q3 		$2.45M Sell
42,970
-2,020
-4% -$123K 0.05% 154
2021
Q2 		$2.93M Sell
44,990
-1,790
-4% -$113K 0.07% 142
2021
Q1 		$2.79M Sell
46,780
-360
-0.8% -$19.6K 0.14% 126
2020
Q4 		$2.23M Buy
+47,140
New +$1.98M 0.12% 138

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckingham Strategic Wealth's LRCX Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Lam Research (LRCX) stake by 2.1% in Q2 2024, selling an estimated $86.3K and leaving 41,170 shares worth $4.38M. The position accounts for 0.05% of the portfolio, ranked #156.

Buckingham Strategic Wealth first reported a position in LRCX in Q4 2020 and has held it in 15 quarters since. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • Buckingham Strategic Wealth held 41,170 shares of Lam Research worth $4.38M as of Q2 2024.
  • Buckingham Strategic Wealth sold 900 Lam Research shares in Q2 2024, an estimated $86.3K.
  • Lam Research made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #156 holding.
  • Buckingham Strategic Wealth first reported a position in Lam Research in Q4 2020 and has held it in 15 quarters since.
  • 1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.