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Carolinas Wealth Consulting’s Lam Research LRCX Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-1,776
Closed -$129K – 546
2025
Q1 		$129K Buy
1,776
+685
+63% +$53.9K 0.03% 212
2024
Q4 		$79K Buy
+1,091
New +$82.8K 0.02% 292
2024
Q3 		– Sell
-1,260
Closed -$133K – 1079
2024
Q2 		$133K Buy
1,260
+90
+8% +$8.63K 0.03% 219
2024
Q1 		$114K Sell
1,170
-360
-24% -$31.7K 0.02% 239
2023
Q4 		$120K Sell
1,530
-220
-13% -$15K 0.03% 211
2023
Q3 		$103K Sell
1,750
-280
-14% -$18.4K 0.03% 216
2023
Q2 		$131K Sell
2,030
-250
-11% -$14.1K 0.03% 217
2023
Q1 		$121K Buy
2,280
+240
+12% +$11.8K 0.03% 238
2022
Q4 		$86K Buy
2,040
+1,560
+325% +$65.3K 0.02% 280
2022
Q3 		$18K Sell
480
-430
-47% -$19.1K ﹤0.01% 462
2022
Q2 		$39K Hold
910
– – 0.01% 360
2022
Q1 		$49K Hold
910
– – 0.01% 353
2021
Q4 		$66K Buy
910
+280
+44% +$17.6K 0.01% 323
2021
Q3 		$36K Hold
630
– – 0.01% 389
2021
Q2 		$41K Buy
630
+200
+47% +$12.6K 0.01% 386
2021
Q1 		$26K Buy
430
+250
+139% +$13.6K 0.01% 469
2020
Q4 		$9K Buy
180
+150
+500% +$6.31K ﹤0.01% 587
2020
Q3 		$1K Buy
+30
New +$1.03K ﹤0.01% 848

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Carolinas Wealth Consulting's LRCX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 1,776 shares — an estimated $129K sold.

Carolinas Wealth Consulting first reported a position in LRCX in Q3 2020 and held it in 18 quarters. The position peaked at $133K in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,776 Lam Research shares in Q2 2025, an estimated $129K.
  • Carolinas Wealth Consulting first reported a position in Lam Research in Q3 2020 and held it in 18 quarters.
  • Carolinas Wealth Consulting's Lam Research position peaked at $133K in Q2 2024.
  • 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.