Concorde Asset Management’s Lam Research LRCX Stock Holding History

Concorde Asset 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	–	Sell	-2,960	Closed	-$242K	–	193
2024 Q3	$242K	Buy	+2,960	New	+$257K	0.14%	141

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

Concorde Asset Management's LRCX Position: Q4 2024 in Review

Concorde Asset Management sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 2,960 shares — an estimated $242K sold.

Concorde Asset Management first reported a position in LRCX in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Concorde Asset Management reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
Concorde Asset Management sold 2,960 Lam Research shares in Q4 2024, an estimated $242K.
Concorde Asset Management first reported a position in Lam Research in Q3 2024 and held it in 1 quarter.
Concorde Asset Management's Lam Research position peaked at $242K in Q3 2024.
1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Concorde Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.