Coppell Advisory Solutions’s Lam Research LRCX Stock Holding History

Coppell Advisory Solutions’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	-550	Closed	-$45.5K	–	2043
2024 Q3	$45.5K	Sell	550 -150	-21%	-$13K	0.01%	581
2024 Q2	$74.5K	Buy	+700	New	+$67.1K	0.01%	417
2023 Q4	$32.9K	Sell	420 -500	-54%	-$34.1K	0.01%	592
2023 Q3	$38.7K	Buy	920 +570	+163%	+$37.4K	0.01%	400
2023 Q2	$22.4K	Buy	+350	New	+$19.7K	0.01%	539
2023 Q1	–	Sell	-920	Closed	-$38.7K	–	697
2022 Q4	$38.7K	Buy	+920	New	+$38.5K	0.01%	403

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

Coppell Advisory Solutions's LRCX Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 550 shares — an estimated $45.5K sold.

Coppell Advisory Solutions first reported a position in LRCX in Q4 2022 and held it in 6 quarters. The position peaked at $74.5K in Q2 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Coppell Advisory Solutions reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 550 Lam Research shares in Q4 2024, an estimated $45.5K.
Coppell Advisory Solutions first reported a position in Lam Research in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Lam Research position peaked at $74.5K in Q2 2024.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.