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Executive Wealth Management’s Lam Research LRCX Stock Holding History

Executive 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
2024
Q4 		$284K Buy
+3,935
New +$298K 0.02% 218
2019
Q3 		– Sell
-50
Closed -$1K – 504
2019
Q2 		$1K Hold
50
– – ﹤0.01% 854
2019
Q1 		$1K Sell
50
-100
-67% -$1.67K ﹤0.01% 789
2018
Q4 		$2K Buy
+150
New +$2.15K ﹤0.01% 767

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Executive Wealth Management's LRCX Position: Q4 2024 in Review

Executive Wealth Management opened a new position in Lam Research (LRCX) in Q4 2024: 3,935 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in LRCX as recently as Q2 2019.

Executive Wealth Management first reported a position in LRCX in Q4 2018 and has held it in 4 quarters since. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

  • Executive Wealth Management held 3,935 shares of Lam Research worth $284K as of Q4 2024.
  • Lam Research was a new Executive Wealth Management position in Q4 2024.
  • Lam Research made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #218 holding.
  • Executive Wealth Management first reported a position in Lam Research in Q4 2018 and has held it in 4 quarters since.
  • 1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.