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First Trust Investment Solutions’s Lam Research LRCX Stock Holding History

First Trust Investment Solutions’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 		$207K Sell
2,540
-310
-11% -$27K 0.02% 269
2024
Q2 		$303K Buy
2,850
+270
+10% +$25.9K 0.04% 210
2024
Q1 		$251K Buy
+2,580
New +$227K 0.04% 216

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

First Trust Investment Solutions's LRCX Position: Q3 2024 in Review

First Trust Investment Solutions reduced its Lam Research (LRCX) stake by 11% in Q3 2024, selling an estimated $27K and leaving 2,540 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #269.

First Trust Investment Solutions first reported a position in LRCX in Q1 2024 and has held it in 3 quarters since. The position peaked at $303K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • First Trust Investment Solutions held 2,540 shares of Lam Research worth $207K as of Q3 2024.
  • First Trust Investment Solutions sold 310 Lam Research shares in Q3 2024, an estimated $27K.
  • Lam Research made up 0.02% of First Trust Investment Solutions's portfolio in Q3 2024, its #269 holding.
  • First Trust Investment Solutions first reported a position in Lam Research in Q1 2024 and has held it in 3 quarters since.
  • First Trust Investment Solutions's Lam Research position peaked at $303K in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.