CWC Advisors’s Lam Research LRCX Stock Holding History

CWC Advisors’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	-2,700	Closed	-$220K	–	124
2024 Q3	$220K	Buy	+2,700	New	+$235K	0.22%	111

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

CWC Advisors's LRCX Position: Q4 2024 in Review

CWC Advisors sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 2,700 shares — an estimated $220K sold.

CWC Advisors first reported a position in LRCX in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

CWC Advisors reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
CWC Advisors sold 2,700 Lam Research shares in Q4 2024, an estimated $220K.
CWC Advisors first reported a position in Lam Research in Q3 2024 and held it in 1 quarter.
CWC Advisors's Lam Research position peaked at $220K in Q3 2024.
1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on CWC Advisors's 13F filing for Q4 2024, filed 18 Mar 2025.