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Capital Financial Services’s Lam Research LRCX Stock Holding History

Capital Financial Services’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
2022
Q4 		$1.24M Sell
29,400
-650
-2% -$27.2K 1.71% 18
2022
Q3 		$1.1M Sell
30,050
-750
-2% -$33.4K 1.63% 22
2022
Q2 		$1.31M Hold
30,800
– – 1.85% 17
2022
Q1 		$1.66M Sell
30,800
-1,250
-4% -$72.8K 1.95% 15
2021
Q4 		$2.31M Sell
32,050
-300
-0.9% -$18.8K 2.52% 12
2021
Q3 		$1.84M Sell
32,350
-390
-1% -$23.7K 2.25% 14
2021
Q2 		$2.13M Sell
32,740
-160
-0.5% -$10.1K 2.7% 13
2021
Q1 		$1.96M Hold
32,900
– – 2.62% 13
2020
Q4 		$1.55M Buy
+32,900
New +$1.38M 2.17% 15

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Financial Services's LRCX Position: Q4 2022 in Review

Capital Financial Services reduced its Lam Research (LRCX) stake by 2.2% in Q4 2022, selling an estimated $27.2K and leaving 29,400 shares worth $1.24M. The position accounts for 1.71% of the portfolio, ranked #18.

Capital Financial Services first reported a position in LRCX in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.31M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

  • Capital Financial Services held 29,400 shares of Lam Research worth $1.24M as of Q4 2022.
  • Capital Financial Services sold 650 Lam Research shares in Q4 2022, an estimated $27.2K.
  • Lam Research made up 1.71% of Capital Financial Services's portfolio in Q4 2022, its #18 holding.
  • Capital Financial Services first reported a position in Lam Research in Q4 2020 and has held it in 9 quarters since.
  • Capital Financial Services's Lam Research position peaked at $2.31M in Q4 2021.
  • 1,346 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.