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Compass Wealth Management’s Lam Research LRCX Stock Holding History

Compass 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
2025
Q2 		– Sell
-1,410
Closed -$103K – 291
2025
Q1 		$103K Hold
1,410
– – 0.03% 193
2024
Q4 		$102K Hold
1,410
– – 0.02% 196
2024
Q3 		$115K Hold
1,410
– – 0.03% 190
2024
Q2 		$150K Hold
1,410
– – 0.04% 166
2024
Q1 		$137K Hold
1,410
– – 0.03% 180
2023
Q4 		$110K Hold
1,410
– – 0.03% 184
2023
Q3 		$88.4K Hold
1,410
– – 0.03% 191
2023
Q2 		$90.6K Hold
1,410
– – 0.03% 195
2023
Q1 		$74.7K Hold
1,410
– – 0.02% 205
2022
Q4 		$59.3K Buy
+1,410
New +$59K 0.02% 216

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

Compass Wealth Management's LRCX Position: Q2 2025 in Review

Compass Wealth Management sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 1,410 shares — an estimated $103K sold.

Compass Wealth Management first reported a position in LRCX in Q4 2022 and held it in 10 quarters. The position peaked at $150K in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Compass Wealth Management reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 1,410 Lam Research shares in Q2 2025, an estimated $103K.
  • Compass Wealth Management first reported a position in Lam Research in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Lam Research position peaked at $150K in Q2 2024.
  • 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.