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Edge Wealth Management’s Lam Research LRCX Stock Holding History

Edge 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
-100
Closed -$7K – 292
2021
Q4 		$7K Hold
100
– – ﹤0.01% 311
2021
Q3 		$6K Buy
+100
New +$6.08K ﹤0.01% 336
2020
Q4 		– Sell
-21,850
Closed -$725K – 423
2020
Q3 		$725K Hold
21,850
– – 0.17% 62
2020
Q2 		$707K Sell
21,850
-6,120
-22% -$167K 0.13% 79
2020
Q1 		$706K Buy
27,970
+10,970
+65% +$316K 0.15% 77
2019
Q4 		$497K Hold
17,000
– – 0.1% 99
2019
Q3 		$392K Hold
17,000
– – 0.09% 103
2019
Q2 		$319K Hold
17,000
– – 0.07% 113
2019
Q1 		$305K Hold
17,000
– – 0.08% 111
2018
Q4 		$231K Buy
+17,000
New +$244K 0.07% 125

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

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

Edge Wealth Management sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 100 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in LRCX in Q4 2018 and held it in 10 quarters. The position peaked at $725K in Q3 2020. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • Edge Wealth Management reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 100 Lam Research shares in Q1 2022, an estimated $7K.
  • Edge Wealth Management first reported a position in Lam Research in Q4 2018 and held it in 10 quarters.
  • Edge Wealth Management's Lam Research position peaked at $725K in Q3 2020.
  • 1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.