FTDI
LRCX icon

First Trust Direct Indexing’s Lam Research LRCX Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-40,710
Closed -$3.32M – 529
2024
Q3 		$3.32M Buy
40,710
+40
+0.1% +$3.48K 0.18% 108
2024
Q2 		$4.33M Buy
40,670
+5,080
+14% +$487K 0.27% 64
2024
Q1 		$3.46M Buy
35,590
+3,950
+12% +$347K 0.26% 73
2023
Q4 		$2.48M Buy
31,640
+5,810
+22% +$396K 0.22% 95
2023
Q3 		$1.62M Buy
25,830
+1,100
+4% +$72.3K 0.19% 119
2023
Q2 		$1.59M Buy
24,730
+1,420
+6% +$80K 0.18% 128
2023
Q1 		$1.24M Sell
23,310
-1,250
-5% -$61.3K 0.15% 167
2022
Q4 		$1.03M Buy
24,560
+60
+0.2% +$2.51K 0.14% 188
2022
Q3 		$897K Buy
24,500
+40
+0.2% +$1.78K 0.13% 205
2022
Q2 		$1.04M Buy
24,460
+270
+1% +$12.9K 0.15% 186
2022
Q1 		$1.3M Buy
24,190
+310
+1% +$18K 0.16% 156
2021
Q4 		$1.72M Buy
23,880
+280
+1% +$17.6K 0.22% 91
2021
Q3 		$1.34M Sell
23,600
-1,940
-8% -$118K 0.19% 117
2021
Q2 		$1.66M Buy
25,540
+10,220
+67% +$645K 0.25% 89
2021
Q1 		$912K Buy
15,320
+860
+6% +$46.9K 0.24% 112
2020
Q4 		$683K Buy
+14,460
New +$608K 0.18% 145

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Direct Indexing's LRCX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 40,710 shares — an estimated $3.32M sold.

First Trust Direct Indexing first reported a position in LRCX in Q4 2020 and held it in 16 quarters. The position peaked at $4.33M in Q2 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 40,710 Lam Research shares in Q4 2024, an estimated $3.32M.
  • First Trust Direct Indexing first reported a position in Lam Research in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Lam Research position peaked at $4.33M in Q2 2024.
  • 1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.