EVM
LRCX icon

Evelyn V. Moreno’s Lam Research LRCX Stock Holding History

Evelyn V. Moreno’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
Q4 		$289K Hold
3,690
– – 0.14% 107
2023
Q3 		$231K Hold
3,690
– – 0.05% 125
2023
Q2 		$237K Buy
+3,690
New +$208K 0.05% 109
2023
Q1 		– Sell
-13,440
Closed -$565K – 153
2022
Q4 		$565K Hold
13,440
– – 0.13% 85
2022
Q3 		$492K Buy
13,440
+850
+7% +$37.8K 0.22% 79
2022
Q2 		$537K Buy
+12,590
New +$599K 0.13% 82

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Evelyn V. Moreno's LRCX Position: Q4 2023 in Review

Evelyn V. Moreno held its Lam Research (LRCX) position steady in Q4 2023 at 3,690 shares worth $289K. The position accounts for 0.14% of the portfolio, ranked #107.

Evelyn V. Moreno first reported a position in LRCX in Q2 2022 and has held it in 6 quarters since. The position peaked at $565K in Q4 2022. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • Evelyn V. Moreno held 3,690 shares of Lam Research worth $289K as of Q4 2023.
  • Evelyn V. Moreno left its Lam Research share count unchanged in Q4 2023.
  • Lam Research made up 0.14% of Evelyn V. Moreno's portfolio in Q4 2023, its #107 holding.
  • Evelyn V. Moreno first reported a position in Lam Research in Q2 2022 and has held it in 6 quarters since.
  • Evelyn V. Moreno's Lam Research position peaked at $565K in Q4 2022.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.