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Defined Wealth Management’s Lam Research LRCX Stock Holding History

Defined Wealth Management’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
2022
Q1 		– Sell
-7,800
Closed -$561K – 96
2021
Q4 		$561K Hold
7,800
– – 0.46% 50
2021
Q3 		$444K Buy
7,800
+70
+0.9% +$4.26K 0.39% 56
2021
Q2 		$503K Sell
7,730
-2,070
-21% -$131K 0.45% 48
2021
Q1 		$583K Hold
9,800
– – 0.55% 38
2020
Q4 		$463K Buy
+9,800
New +$412K 0.46% 49

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Defined Wealth Management's LRCX Position: Q1 2022 in Review

Defined Wealth Management sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 7,800 shares — an estimated $561K sold.

Defined Wealth Management first reported a position in LRCX in Q4 2020 and held it in 5 quarters. The position peaked at $583K in Q1 2021. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • Defined Wealth Management reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • Defined Wealth Management sold 7,800 Lam Research shares in Q1 2022, an estimated $561K.
  • Defined Wealth Management first reported a position in Lam Research in Q4 2020 and held it in 5 quarters.
  • Defined Wealth Management's Lam Research position peaked at $583K in Q1 2021.
  • 1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Defined Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.