Financial Gravity Asset Management’s Lam Research LRCX Stock Holding History

Financial Gravity 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
2023 Q4	–	Hold	0	–	–	–	929
2021 Q3	–	Hold	0	–	–	–	71
2021 Q2	–	Hold	0	–	–	–	71
2019 Q4	$292K	Sell	30 -20	-40%	-$531	0.2%	60
2019 Q3	$1K	Sell	50 -40	-44%	-$840	﹤0.01%	1056
2019 Q2	$2K	Sell	90 -150	-63%	-$2.85K	﹤0.01%	913
2019 Q1	$4K	Buy	+240	New	+$4K	﹤0.01%	762
2018 Q3	$284K	Buy	20,930 +4,300	+26%	+$73.4K	0.3%	63
2018 Q2	$296K	Buy	16,630 +7,930	+91%	+$153K	0.28%	60
2018 Q1	$165K	Buy	+8,700	New	+$172K	0.17%	128

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Financial Gravity Asset Management's LRCX Position: Q4 2023 in Review

Financial Gravity Asset Management held its Lam Research (LRCX) position steady in Q4 2023 at 0 shares worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Financial Gravity Asset Management first reported a position in LRCX in Q1 2018 and has held it in 7 quarters since. The position peaked at $296K in Q2 2018. 1,631 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

Financial Gravity Asset Management held 0 shares of Lam Research worth $379 as of Q4 2023.
Financial Gravity Asset Management left its Lam Research share count unchanged in Q4 2023.
Lam Research made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2023, its #929 holding.
Financial Gravity Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Lam Research position peaked at $296K in Q2 2018.
1,631 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Financial Gravity Asset Management's 13F filing for Q4 2023, filed 15 Feb 2024.