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Concourse Financial Group Securities’s Lam Research LRCX Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-3,145
Closed -$262K – 1221
2024
Q4 		$262K Sell
3,145
-575
-15% -$43.6K 0.01% 647
2024
Q3 		$304K Sell
3,720
-590
-14% -$51.3K 0.02% 590
2024
Q2 		$460K Sell
4,310
-6,040
-58% -$579K 0.03% 468
2024
Q1 		$1.01M Sell
10,350
-2,480
-19% -$218K 0.07% 288
2023
Q4 		$1.01M Sell
12,830
-250
-2% -$17K 0.07% 292
2023
Q3 		$822K Sell
13,080
-410
-3% -$26.9K 0.06% 307
2023
Q2 		$870K Sell
13,490
-4,290
-24% -$242K 0.07% 305
2023
Q1 		$946K Buy
17,780
+710
+4% +$34.8K 0.07% 274
2022
Q4 		$720K Buy
17,070
+460
+3% +$19.2K 0.06% 323
2022
Q3 		$611K Sell
16,610
-1,090
-6% -$48.5K 0.06% 317
2022
Q2 		$757K Sell
17,700
-420
-2% -$20K 0.06% 306
2022
Q1 		$977K Sell
18,120
-410
-2% -$23.9K 0.07% 269
2021
Q4 		$1.33M Buy
18,530
+3,110
+20% +$195K 0.08% 256
2021
Q3 		$880K Buy
15,420
+9,840
+176% +$599K 0.05% 340
2021
Q2 		$364K Buy
5,580
+1,320
+31% +$83.3K 0.02% 528
2021
Q1 		$254K Sell
4,260
-2,260
-35% -$123K 0.02% 608
2020
Q4 		$309K Sell
6,520
-780
-11% -$32.8K 0.02% 492
2020
Q3 		$243K Buy
7,300
+540
+8% +$18.6K 0.02% 493
2020
Q2 		$219K Buy
6,760
+600
+10% +$16.4K 0.02% 481
2020
Q1 		$149K Sell
6,160
-1,820
-23% -$52.4K 0.02% 538
2019
Q4 		$234K Buy
7,980
+4,300
+117% +$114K 0.02% 468
2019
Q3 		$85K Sell
3,680
-6,760
-65% -$142K 0.02% 473
2019
Q2 		$197K Sell
10,440
-2,270
-18% -$43.1K 0.02% 476
2019
Q1 		$226K Sell
12,710
-720
-5% -$12K 0.02% 442
2018
Q4 		$182K Buy
13,430
+4,280
+47% +$61.3K 0.02% 451
2018
Q3 		$139K Buy
+9,150
New +$156K 0.04% 354

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's LRCX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 3,145 shares — an estimated $262K sold.

Concourse Financial Group Securities first reported a position in LRCX in Q3 2018 and held it in 26 quarters. The position peaked at $1.33M in Q4 2021. 1,797 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,145 Lam Research shares in Q1 2025, an estimated $262K.
  • Concourse Financial Group Securities first reported a position in Lam Research in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Lam Research position peaked at $1.33M in Q4 2021.
  • 1,797 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.