Fortress Financial Solutions’s Lam Research LRCX Stock Holding History

Fortress Financial 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
2025 Q1	–	Sell	-4,273	Closed	-$309K	–	59
2024 Q4	$309K	Buy	+4,273	New	+$324K	0.44%	45

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortress Financial Solutions's LRCX Position: Q1 2025 in Review

Fortress Financial Solutions sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 4,273 shares — an estimated $309K sold.

Fortress Financial Solutions first reported a position in LRCX in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Fortress Financial Solutions reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Fortress Financial Solutions sold 4,273 Lam Research shares in Q1 2025, an estimated $309K.
Fortress Financial Solutions first reported a position in Lam Research in Q4 2024 and held it in 1 quarter.
Fortress Financial Solutions's Lam Research position peaked at $309K in Q4 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Fortress Financial Solutions's 13F filing for Q1 2025, filed 2 May 2025.