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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
2024
Q1 		– Sell
-180
Closed -$15.8K – 1461
2023
Q4 		$11.2K Hold
180
– – ﹤0.01% 766
2023
Q3 		$10.8K Sell
180
-6,250
-97% -$411K ﹤0.01% 587
2023
Q2 		$663 Buy
6,430
+1,130
+21% +$63.7K ﹤0.01% 935
2023
Q1 		$256 Buy
5,300
+1,100
+26% +$54K 0.01% 575
2022
Q4 		$621 Sell
4,200
-3,120
-43% -$131K ﹤0.01% 769
2022
Q3 		$177 Sell
7,320
-1,200
-14% -$53.4K 0.01% 569
2022
Q2 		$206 Sell
8,520
-2,240
-21% -$107K 0.01% 525
2022
Q1 		$260 Sell
10,760
-3,620
-25% -$211K 0.01% 529
2021
Q4 		$348 Buy
+14,380
New +$901K 0.01% 546
2021
Q3 		– Hold
0
– – – 71
2021
Q2 		– Hold
0
– – – 71
2021
Q1 		– Hold
0
– – – 427
2020
Q2 		– Sell
-570
Closed -$13.7K – 502
2020
Q1 		$13.7K Buy
570
+540
+1,800% +$15.5K 0.04% 167
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
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
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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Financial Gravity Asset Management's LRCX Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 180 shares — an estimated $15.8K sold.

Financial Gravity Asset Management first reported a position in LRCX in Q1 2018 and held it in 17 quarters. The position peaked at $296K in Q2 2018. 1,730 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 180 Lam Research shares in Q1 2024, an estimated $15.8K.
  • Financial Gravity Asset Management first reported a position in Lam Research in Q1 2018 and held it in 17 quarters.
  • Financial Gravity Asset Management's Lam Research position peaked at $296K in Q2 2018.
  • 1,730 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.