FMWA
LRCX icon

Forvis Mazars Wealth Advisors’s Lam Research LRCX Stock Holding History

Forvis Mazars Wealth Advisors’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
2021
Q1 		– Sell
-18,640
Closed -$880K – 325
2020
Q4 		$880K Sell
18,640
-30
-0.2% -$1.26K 0.04% 160
2020
Q3 		$619K Sell
18,670
-1,210
-6% -$41.7K 0.04% 180
2020
Q2 		$643K Sell
19,880
-1,700
-8% -$46.4K 0.04% 168
2020
Q1 		$518K Sell
21,580
-5,810
-21% -$167K 0.04% 166
2019
Q4 		$801K Buy
27,390
+1,680
+7% +$44.6K 0.06% 137
2019
Q3 		$594K Buy
+25,710
New +$540K 0.05% 146
2018
Q3 		– Sell
-25,620
Closed -$443K – 236
2018
Q2 		$443K Buy
25,620
+390
+2% +$7.51K 0.04% 152
2018
Q1 		$513K Sell
25,230
-2,800
-10% -$55.5K 0.05% 138
2017
Q4 		$516K Buy
28,030
+3,330
+13% +$65.4K 0.05% 148
2017
Q3 		$457K Sell
24,700
-3,670
-13% -$59.5K 0.05% 144
2017
Q2 		$401K Sell
28,370
-2,090
-7% -$30.6K 0.05% 151
2017
Q1 		$391K Buy
30,460
+2,240
+8% +$26.3K 0.05% 143
2016
Q4 		$298K Sell
28,220
-4,160
-13% -$42.3K 0.04% 160
2016
Q3 		$307K Buy
32,380
+80
+0.2% +$728 0.04% 142
2016
Q2 		$272K Sell
32,300
-1,980
-6% -$15.9K 0.04% 150
2016
Q1 		$283K Buy
34,280
+2,480
+8% +$18K 0.05% 143
2015
Q4 		$253K Sell
31,800
-170
-0.5% -$1.28K 0.04% 160
2015
Q3 		$209K Buy
+31,970
New +$234K 0.04% 169

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LRCX Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Lam Research (LRCX) in Q1 2021, closing a stake of 18,640 shares — an estimated $880K sold.

Forvis Mazars Wealth Advisors first reported a position in LRCX in Q3 2015 and held it in 18 quarters. The position peaked at $880K in Q4 2020. 1,259 funds tracked by Wall St. Rank hold LRCX as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Lam Research position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 18,640 Lam Research shares in Q1 2021, an estimated $880K.
  • Forvis Mazars Wealth Advisors first reported a position in Lam Research in Q3 2015 and held it in 18 quarters.
  • Forvis Mazars Wealth Advisors's Lam Research position peaked at $880K in Q4 2020.
  • 1,259 funds tracked by Wall St. Rank held Lam Research as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.