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Connectus Wealth’s Lam Research LRCX Stock Holding History

Connectus Wealth’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
-196,950
Closed -$15.4M – 454
2023
Q4 		$15.4M Sell
196,950
-7,940
-4% -$541K 0.32% 79
2023
Q3 		$12.8M Sell
204,890
-3,360
-2% -$221K 0.29% 87
2023
Q2 		$13.4M Buy
208,250
+28,300
+16% +$1.6M 0.31% 81
2023
Q1 		$9.54M Buy
179,950
+38,120
+27% +$1.87M 0.23% 98
2022
Q4 		$5.96M Buy
141,830
+19,200
+16% +$803K 0.14% 133
2022
Q3 		$4.49M Buy
122,630
+57,770
+89% +$2.57M 0.09% 190
2022
Q2 		$2.76M Buy
64,860
+54,070
+501% +$2.57M 0.06% 183
2022
Q1 		$777K Sell
10,790
-20
-0.2% -$1.16K 0.02% 271
2021
Q4 		$778K Buy
+10,810
New +$678K 0.03% 236

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

Connectus Wealth's LRCX Position: Q1 2024 in Review

Connectus Wealth sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 196,950 shares — an estimated $15.4M sold.

Connectus Wealth first reported a position in LRCX in Q4 2021 and held it in 9 quarters. The position peaked at $15.4M in Q4 2023. 1,730 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

  • Connectus Wealth reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 196,950 Lam Research shares in Q1 2024, an estimated $15.4M.
  • Connectus Wealth first reported a position in Lam Research in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Lam Research position peaked at $15.4M in Q4 2023.
  • 1,730 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.