Counterpoint Mutual Funds’s Lam Research LRCX Stock Holding History

Counterpoint Mutual Funds’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	-2,620	Closed	-$214K	–	353
2024 Q3	$214K	Buy	+2,620	New	+$228K	0.04%	271
2023 Q1	–	Sell	-3,660	Closed	-$154K	–	420
2022 Q4	$154K	Buy	3,660 +870	+31%	+$36.4K	0.16%	61
2022 Q3	$102K	Sell	2,790 -130	-4%	-$5.79K	0.25%	189
2022 Q2	$124K	Buy	+2,920	New	+$139K	0.08%	135
2021 Q4	–	Sell	-340	Closed	-$19K	–	203
2021 Q3	$19K	Buy	340 +140	+70%	+$8.52K	0.02%	144
2021 Q2	$13K	Buy	+200	New	+$12.6K	0.01%	87

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

Counterpoint Mutual Funds's LRCX Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 2,620 shares — an estimated $214K sold.

Counterpoint Mutual Funds first reported a position in LRCX in Q2 2021 and held it in 6 quarters. The position peaked at $214K in Q3 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Counterpoint Mutual Funds reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
Counterpoint Mutual Funds sold 2,620 Lam Research shares in Q4 2024, an estimated $214K.
Counterpoint Mutual Funds first reported a position in Lam Research in Q2 2021 and held it in 6 quarters.
Counterpoint Mutual Funds's Lam Research position peaked at $214K in Q3 2024.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.