Detalus Advisors’s Lam Research LRCX Stock Holding History

Detalus 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	-2,720	Closed	-$222K	–	158
2024 Q3	$222K	Sell	2,720 -80	-3%	-$6.96K	0.07%	137
2024 Q2	$298K	Sell	2,800 -340	-11%	-$32.6K	0.1%	110
2024 Q1	$305K	Sell	3,140 -20	-0.6%	-$1.76K	0.11%	111
2023 Q4	$248K	Buy	+3,160	New	+$215K	0.1%	122
2023 Q3	–	Sell	-3,160	Closed	-$203K	–	143
2023 Q2	$203K	Buy	+3,160	New	+$178K	0.09%	135

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

Detalus Advisors's LRCX Position: Q4 2024 in Review

Detalus Advisors sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 2,720 shares — an estimated $222K sold.

Detalus Advisors first reported a position in LRCX in Q2 2023 and held it in 5 quarters. The position peaked at $305K in Q1 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Detalus Advisors reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
Detalus Advisors sold 2,720 Lam Research shares in Q4 2024, an estimated $222K.
Detalus Advisors first reported a position in Lam Research in Q2 2023 and held it in 5 quarters.
Detalus Advisors's Lam Research position peaked at $305K in Q1 2024.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Detalus Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.