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Epic Trust Investment Advisors’s Lam Research LRCX Stock Holding History

Epic Trust Investment 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
Q2 		$302K Buy
2,840
+420
+17% +$40.3K 0.33% 74
2024
Q1 		$235K Buy
+2,420
New +$213K 0.29% 96
2023
Q3 		– Sell
-4,000
Closed -$257K – 98
2023
Q2 		$257K Hold
4,000
– – 0.37% 76
2023
Q1 		$212K Buy
+4,000
New +$196K 0.26% 104

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Epic Trust Investment Advisors's LRCX Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Lam Research (LRCX) stake by 17% in Q2 2024, buying an estimated $40.3K and bringing the position to 2,840 shares worth $302K. The position accounts for 0.33% of the portfolio, ranked #74.

Epic Trust Investment Advisors first reported a position in LRCX in Q1 2023 and has held it in 4 quarters since. 1,791 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • Epic Trust Investment Advisors held 2,840 shares of Lam Research worth $302K as of Q2 2024.
  • Epic Trust Investment Advisors bought 420 Lam Research shares in Q2 2024, an estimated $40.3K.
  • Lam Research made up 0.33% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #74 holding.
  • Epic Trust Investment Advisors first reported a position in Lam Research in Q1 2023 and has held it in 4 quarters since.
  • 1,791 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.