Elite Wealth Management’s Lam Research LRCX Stock Holding History

Elite 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
2025 Q1	–	Sell	-6,100	Closed	-$441K	–	37
2024 Q4	$441K	Sell	6,100 -530	-8%	-$40.2K	0.05%	29
2024 Q3	$541K	Hold	6,630	–	–	0.07%	30
2024 Q2	$706K	Buy	+6,630	New	+$636K	0.02%	29
2014 Q1	–	Sell	-760	Closed	-$4K	–	531
2013 Q4	$4K	Buy	+760	New	+$4K	﹤0.01%	522

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Elite Wealth Management's LRCX Position: Q1 2025 in Review

Elite Wealth Management sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 6,100 shares — an estimated $441K sold.

Elite Wealth Management first reported a position in LRCX in Q4 2013 and held it in 4 quarters. The position peaked at $706K in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Elite Wealth Management reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Elite Wealth Management sold 6,100 Lam Research shares in Q1 2025, an estimated $441K.
Elite Wealth Management first reported a position in Lam Research in Q4 2013 and held it in 4 quarters.
Elite Wealth Management's Lam Research position peaked at $706K in Q2 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Elite Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.