Evanson Asset Management’s Lam Research LRCX Stock Holding History

Evanson Asset 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
2024 Q4	–	Sell	-8,000	Closed	-$653K	–	312
2024 Q3	$653K	Hold	8,000	–	–	0.05%	150
2024 Q2	$852K	Hold	8,000	–	–	0.06%	128
2024 Q1	$777K	Hold	8,000	–	–	0.06%	132
2023 Q4	$627K	Hold	8,000	–	–	0.05%	146
2023 Q3	$501K	Hold	8,000	–	–	0.05%	163
2023 Q2	$514K	Hold	8,000	–	–	0.05%	158
2023 Q1	$424K	Hold	8,000	–	–	0.04%	177
2022 Q4	$336K	Sell	8,000 -560	-7%	-$23.4K	0.04%	193
2022 Q3	$313K	Hold	8,560	–	–	0.04%	202
2022 Q2	$365K	Hold	8,560	–	–	0.04%	193
2022 Q1	$460K	Buy	8,560 +2,000	+30%	+$116K	0.04%	176
2021 Q4	$472K	Sell	6,560 -30	-0.5%	-$1.88K	0.04%	179
2021 Q3	$430K	Buy	6,590 +30	+0.5%	+$1.82K	0.04%	182
2021 Q2	$427K	Hold	6,560	–	–	0.04%	182
2021 Q1	$390K	Hold	6,560	–	–	0.06%	186
2020 Q4	$310K	Hold	6,560	–	–	0.05%	201
2020 Q3	$218K	Hold	6,560	–	–	0.04%	219
2020 Q2	$212K	Buy	+6,560	New	+$179K	0.04%	215

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

Evanson Asset Management's LRCX Position: Q4 2024 in Review

Evanson Asset Management sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 8,000 shares — an estimated $653K sold.

Evanson Asset Management first reported a position in LRCX in Q2 2020 and held it in 18 quarters. The position peaked at $852K in Q2 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Evanson Asset Management reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
Evanson Asset Management sold 8,000 Lam Research shares in Q4 2024, an estimated $653K.
Evanson Asset Management first reported a position in Lam Research in Q2 2020 and held it in 18 quarters.
Evanson Asset Management's Lam Research position peaked at $852K in Q2 2024.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Evanson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.