First Personal Financial Services’s Lam Research LRCX Stock Holding History

First Personal Financial Services’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 Q3	$6.53K	Buy	+80	New	+$6.96K	﹤0.01%	336
2021 Q1	–	Sell	-100	Closed	-$5K	–	318
2020 Q4	$5K	Buy	+100	New	+$4.21K	﹤0.01%	296
2020 Q1	–	Sell	-70	Closed	-$2K	–	428
2019 Q4	$2K	Hold	70	–	–	﹤0.01%	374
2019 Q3	$2K	Hold	70	–	–	﹤0.01%	430
2019 Q2	$1K	Buy	+70	New	+$1.33K	﹤0.01%	732
2018 Q2	–	Sell	-1,340	Closed	-$27K	–	821
2018 Q1	$27K	Sell	1,340 -700	-34%	-$13.9K	0.01%	566
2017 Q4	$38K	Hold	2,040	–	–	0.01%	532
2017 Q3	$38K	Hold	2,040	–	–	0.01%	476
2017 Q2	$29K	Buy	2,040 +1,040	+104%	+$15.3K	0.01%	516
2017 Q1	$13K	Hold	1,000	–	–	﹤0.01%	659
2016 Q4	$11K	Hold	1,000	–	–	﹤0.01%	693
2016 Q3	$9K	Hold	1,000	–	–	﹤0.01%	610
2016 Q2	$8K	Buy	+1,000	New	+$8.03K	﹤0.01%	619

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

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Personal Financial Services's LRCX Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Lam Research (LRCX) in Q3 2024: 80 shares worth $6.53K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in LRCX as recently as Q4 2020.

First Personal Financial Services first reported a position in LRCX in Q2 2016 and has held it in 13 quarters since. The position peaked at $38K in Q4 2017. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

First Personal Financial Services held 80 shares of Lam Research worth $6.53K as of Q3 2024.
Lam Research was a new First Personal Financial Services position in Q3 2024.
Lam Research made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #336 holding.
First Personal Financial Services first reported a position in Lam Research in Q2 2016 and has held it in 13 quarters since.
First Personal Financial Services's Lam Research position peaked at $38K in Q4 2017.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.