Fort Pitt Capital Group’s Lam Research LRCX Stock Holding History

Fort Pitt Capital Group’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	$63.6M	Buy	779,570 +122,730	+19%	+$10.7M	1.79%	26
2024 Q2	$69.9M	Buy	656,840 +260	+0%	+$24.9K	2.12%	23
2024 Q1	$63.8M	Sell	656,580 -47,230	-7%	-$4.15M	1.97%	25
2023 Q4	$55.1M	Sell	703,810 -71,730	-9%	-$4.89M	1.81%	27
2023 Q3	$48.6M	Buy	775,540 +5,040	+0.7%	+$331K	1.82%	29
2023 Q2	$49.5M	Buy	770,500 +13,240	+2%	+$746K	1.82%	30
2023 Q1	$40.1M	Buy	757,260 +268,300	+55%	+$13.2M	1.55%	35
2022 Q4	$20.6M	Buy	488,960 +20,180	+4%	+$844K	0.84%	42
2022 Q3	$17.2M	Buy	+468,780	New	+$20.9M	0.79%	42

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fort Pitt Capital Group's LRCX Position: Q3 2024 in Review

Fort Pitt Capital Group increased its Lam Research (LRCX) stake by 19% in Q3 2024, buying an estimated $10.7M and bringing the position to 779,570 shares worth $63.6M. The position accounts for 1.79% of the portfolio, ranked #26.

Fort Pitt Capital Group first reported a position in LRCX in Q3 2022 and has held it in 9 quarters since. The position peaked at $69.9M in Q2 2024. 1,466 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Fort Pitt Capital Group held 779,570 shares of Lam Research worth $63.6M as of Q3 2024.
Fort Pitt Capital Group bought 122,730 Lam Research shares in Q3 2024, an estimated $10.7M.
Lam Research made up 1.79% of Fort Pitt Capital Group's portfolio in Q3 2024, its #26 holding.
Fort Pitt Capital Group first reported a position in Lam Research in Q3 2022 and has held it in 9 quarters since.
Fort Pitt Capital Group's Lam Research position peaked at $69.9M in Q2 2024.
1,466 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Fort Pitt Capital Group's 13F filing for Q3 2024, filed 29 Oct 2024.