Delap Wealth Advisory’s Lam Research LRCX Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-5,380	Closed	-$523K	–	216
2024 Q1	$523K	Buy	+5,380	New	+$473K	0.21%	71

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delap Wealth Advisory's LRCX Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Lam Research (LRCX) in Q2 2024, closing a stake of 5,380 shares — an estimated $523K sold.

Delap Wealth Advisory first reported a position in LRCX in Q1 2024 and held it in 1 quarter. The position peaked at $523K in Q1 2024. 1,791 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

Delap Wealth Advisory reported no remaining Lam Research position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 5,380 Lam Research shares in Q2 2024, an estimated $523K.
Delap Wealth Advisory first reported a position in Lam Research in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Lam Research position peaked at $523K in Q1 2024.
1,791 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.