Focused Wealth Management’s Lam Research LRCX Stock Holding History

Focused Wealth Management’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 Q1	–	Sell	-380	Closed	-$29.8K	–	621
2023 Q4	$29.8K	Hold	380	–	–	﹤0.01%	379
2023 Q3	$23.8K	Hold	380	–	–	﹤0.01%	400
2023 Q2	$24.4K	Hold	380	–	–	﹤0.01%	408
2023 Q1	$20.1K	Sell	380 -20	-5%	-$981	﹤0.01%	441
2022 Q4	$16.8K	Buy	400 +20	+5%	+$837	﹤0.01%	452
2022 Q3	$14K	Buy	380 +240	+171%	+$10.7K	﹤0.01%	448
2022 Q2	$6K	Hold	140	–	–	﹤0.01%	586
2022 Q1	$8K	Hold	140	–	–	﹤0.01%	586
2021 Q4	$10K	Sell	140 -610	-81%	-$38.2K	﹤0.01%	588
2021 Q3	$43K	Hold	750	–	–	0.01%	404
2021 Q2	$49K	Buy	+750	New	+$47.3K	0.01%	376
2018 Q3	–	Sell	-750	Closed	-$13K	–	690
2018 Q2	$13K	Sell	750 -6,860	-90%	-$132K	﹤0.01%	413
2018 Q1	$155K	Hold	7,610	–	–	0.05%	202
2017 Q4	$140K	Buy	+7,610	New	+$150K	0.04%	195
2017 Q3	–	Sell	-12,610	Closed	-$178K	–	699
2017 Q2	$178K	Hold	12,610	–	–	0.07%	148
2017 Q1	$162K	Sell	12,610 -17,000	-57%	-$200K	0.06%	166
2016 Q4	$313K	Hold	29,610	–	–	0.13%	97
2016 Q3	$280K	Hold	29,610	–	–	0.12%	103
2016 Q2	$249K	Buy	+29,610	New	+$238K	0.11%	113

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Focused Wealth Management's LRCX Position: Q1 2024 in Review

Focused Wealth Management sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 380 shares — an estimated $29.8K sold.

Focused Wealth Management first reported a position in LRCX in Q2 2016 and held it in 19 quarters. The position peaked at $313K in Q4 2016. 1,730 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

Focused Wealth Management reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 380 Lam Research shares in Q1 2024, an estimated $29.8K.
Focused Wealth Management first reported a position in Lam Research in Q2 2016 and held it in 19 quarters.
Focused Wealth Management's Lam Research position peaked at $313K in Q4 2016.
1,730 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.