Donaldson Capital Management’s Lam Research LRCX Stock Holding History

Donaldson Capital 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
2023 Q2	–	Sell	-4,200	Closed	-$223K	–	234
2023 Q1	$223K	Sell	4,200 -1,000	-19%	-$49.1K	0.01%	206
2022 Q4	$218K	Sell	5,200 -39,930	-88%	-$1.67M	0.01%	218
2022 Q3	$1.65M	Sell	45,130 -4,940	-10%	-$220K	0.09%	86
2022 Q2	$2.13M	Sell	50,070 -6,680	-12%	-$318K	0.11%	79
2022 Q1	$3.05M	Buy	56,750 +13,860	+32%	+$807K	0.14%	72
2021 Q4	$3.08M	Buy	42,890 +32,120	+298%	+$2.01M	0.14%	74
2021 Q3	$613K	Buy	10,770 +800	+8%	+$48.7K	0.03%	151
2021 Q2	$649K	Sell	9,970 -1,450	-13%	-$91.5K	0.03%	145
2021 Q1	$680K	Buy	11,420 +460	+4%	+$25.1K	0.04%	134
2020 Q4	$517K	Buy	10,960 +2,250	+26%	+$94.7K	0.03%	158
2020 Q3	$289K	Buy	+8,710	New	+$300K	0.02%	196

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Donaldson Capital Management's LRCX Position: Q2 2023 in Review

Donaldson Capital Management sold out of Lam Research (LRCX) in Q2 2023, closing a stake of 4,200 shares — an estimated $223K sold.

Donaldson Capital Management first reported a position in LRCX in Q3 2020 and held it in 11 quarters. The position peaked at $3.08M in Q4 2021. 1,433 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

Donaldson Capital Management reported no remaining Lam Research position as of Q2 2023 after selling out during the quarter.
Donaldson Capital Management sold 4,200 Lam Research shares in Q2 2023, an estimated $223K.
Donaldson Capital Management first reported a position in Lam Research in Q3 2020 and held it in 11 quarters.
Donaldson Capital Management's Lam Research position peaked at $3.08M in Q4 2021.
1,433 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on Donaldson Capital Management's 13F filing for Q2 2023, filed 17 Jul 2023.