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Center for Financial Planning’s Lam Research LRCX Stock Holding History

Center for Financial Planning’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 		– Sell
-10
Closed – – 615
2022
Q3 		$0 Sell
10
-10
-50% -$445 ﹤0.01% 662
2022
Q2 		$1K Hold
20
– – ﹤0.01% 503
2022
Q1 		$1K Hold
20
– – ﹤0.01% 506
2021
Q4 		$1K Buy
+20
New +$1.25K ﹤0.01% 512

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

Center for Financial Planning's LRCX Position: Q4 2022 in Review

Center for Financial Planning sold out of Lam Research (LRCX) in Q4 2022, closing a stake of 10 shares.

Center for Financial Planning first reported a position in LRCX in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 1,346 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

  • Center for Financial Planning reported no remaining Lam Research position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 10 Lam Research shares in Q4 2022.
  • Center for Financial Planning first reported a position in Lam Research in Q4 2021 and held it in 4 quarters.
  • Center for Financial Planning's Lam Research position peaked at $1K in Q2 2022.
  • 1,346 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.