Financial Life Planners’s Lam Research LRCX Stock Holding History

Financial Life Planners’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
2025 Q1	–	Sell	-41	Closed	-$2.95K	–	248
2024 Q4	$2.95K	Buy	+41	New	+$3.11K	﹤0.01%	314

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Life Planners's LRCX Position: Q1 2025 in Review

Financial Life Planners sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 41 shares — an estimated $2.95K sold.

Financial Life Planners first reported a position in LRCX in Q4 2024 and held it in 1 quarter. The position peaked at $2.95K in Q4 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Financial Life Planners reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Financial Life Planners sold 41 Lam Research shares in Q1 2025, an estimated $2.95K.
Financial Life Planners first reported a position in Lam Research in Q4 2024 and held it in 1 quarter.
Financial Life Planners's Lam Research position peaked at $2.95K in Q4 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.