Financial Synergies Wealth Advisors’s Lam Research LRCX Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-20	Closed	-$1.94K	–	285
2024 Q1	$1.94K	Sell	20 -20	-50%	-$1.76K	﹤0.01%	331
2023 Q4	$1.68K	Buy	40 +20	+100%	+$1.36K	﹤0.01%	261
2023 Q3	$1.25K	Hold	20	–	–	﹤0.01%	350
2023 Q2	$1.29K	Sell	20 -10	-33%	-$564	﹤0.01%	342
2023 Q1	$1.59K	Sell	30 -10	-25%	-$491	﹤0.01%	320
2022 Q4	$1.68K	Buy	+40	New	+$1.67K	﹤0.01%	261
2022 Q3	–	Sell	-40	Closed	-$1.71K	–	499
2022 Q2	$1.71K	Buy	+40	New	+$1.9K	﹤0.01%	256

Other funds holding LRCX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Financial Synergies Wealth Advisors's LRCX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Lam Research (LRCX) in Q2 2024, closing a stake of 20 shares — an estimated $1.94K sold.

Financial Synergies Wealth Advisors first reported a position in LRCX in Q2 2022 and held it in 7 quarters. The position peaked at $1.94K in Q1 2024. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Lam Research position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 20 Lam Research shares in Q2 2024, an estimated $1.94K.
Financial Synergies Wealth Advisors first reported a position in Lam Research in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Lam Research position peaked at $1.94K in Q1 2024.
1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.