Cassady Schiller Wealth Management’s Lam Research LRCX Stock Holding History

Cassady Schiller 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
2024 Q4	$82.6K	Buy	1,143 +93	+9%	+$7.05K	0.03%	166
2024 Q3	$85.3K	Buy	1,050 +10	+1%	+$869	0.03%	165
2024 Q2	$111K	Hold	1,040	–	–	0.05%	149
2024 Q1	$101K	Buy	1,040 +740	+247%	+$65.1K	0.05%	155
2023 Q4	$23.5K	Hold	300	–	–	0.01%	264
2023 Q3	$18.8K	Hold	300	–	–	0.01%	277
2023 Q2	$19.3K	Hold	300	–	–	0.01%	282
2023 Q1	$15.9K	Hold	300	–	–	0.01%	290
2022 Q4	$12.6K	Buy	+300	New	+$12.5K	0.01%	301
2022 Q1	–	Sell	-330	Closed	-$24K	–	381
2021 Q4	$24K	Buy	+330	New	+$20.7K	0.01%	260

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cassady Schiller Wealth Management's LRCX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Lam Research (LRCX) stake by 8.9% in Q4 2024, buying an estimated $7.05K and bringing the position to 1,143 shares worth $82.6K. The position accounts for 0.03% of the portfolio, ranked #166.

Cassady Schiller Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 10 quarters since. The position peaked at $111K in Q2 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Cassady Schiller Wealth Management held 1,143 shares of Lam Research worth $82.6K as of Q4 2024.
Cassady Schiller Wealth Management bought 93 Lam Research shares in Q4 2024, an estimated $7.05K.
Lam Research made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #166 holding.
Cassady Schiller Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Lam Research position peaked at $111K in Q2 2024.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.