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Cherry Tree Wealth Management’s Lam Research LRCX Stock Holding History

Cherry Tree 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
Q1 		– Sell
-70
Closed -$5.48K – 612
2023
Q4 		$5.48K Hold
70
– – ﹤0.01% 421
2023
Q3 		$4.39K Hold
70
– – ﹤0.01% 414
2023
Q2 		$4.5K Buy
+70
New +$3.95K ﹤0.01% 414

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cherry Tree Wealth Management's LRCX Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 70 shares — an estimated $5.48K sold.

Cherry Tree Wealth Management first reported a position in LRCX in Q2 2023 and held it in 3 quarters. The position peaked at $5.48K in Q4 2023. 1,730 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 70 Lam Research shares in Q1 2024, an estimated $5.48K.
  • Cherry Tree Wealth Management first reported a position in Lam Research in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Lam Research position peaked at $5.48K in Q4 2023.
  • 1,730 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.