Founders Financial Alliance’s Lam Research LRCX Stock Holding History

Founders Financial Alliance’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
2023 Q4	–	Sell	-5,960	Closed	-$374K	–	495
2023 Q3	$374K	Sell	5,960 -720	-11%	-$47.3K	0.16%	132
2023 Q2	$429K	Buy	6,680 +740	+12%	+$41.7K	0.17%	129
2023 Q1	$296K	Sell	5,940 -8,000	-57%	-$393K	0.15%	152
2022 Q4	$586K	Sell	13,940 -70	-0.5%	-$2.93K	0.27%	88
2022 Q3	$513K	Buy	+14,010	New	+$624K	0.26%	90
2022 Q2	–	Sell	-13,930	Closed	-$749K	–	526
2022 Q1	$749K	Buy	13,930 +8,340	+149%	+$486K	0.33%	73
2021 Q4	$402K	Sell	5,590 -2,890	-34%	-$181K	0.16%	140
2021 Q3	$482K	Sell	8,480 -100	-1%	-$6.08K	0.23%	104
2021 Q2	$560K	Buy	8,580 +3,340	+64%	+$211K	0.25%	92
2021 Q1	$312K	Buy	+5,240	New	+$286K	0.15%	153

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Founders Financial Alliance's LRCX Position: Q4 2023 in Review

Founders Financial Alliance sold out of Lam Research (LRCX) in Q4 2023, closing a stake of 5,960 shares — an estimated $374K sold.

Founders Financial Alliance first reported a position in LRCX in Q1 2021 and held it in 10 quarters. The position peaked at $749K in Q1 2022. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

Founders Financial Alliance reported no remaining Lam Research position as of Q4 2023 after selling out during the quarter.
Founders Financial Alliance sold 5,960 Lam Research shares in Q4 2023, an estimated $374K.
Founders Financial Alliance first reported a position in Lam Research in Q1 2021 and held it in 10 quarters.
Founders Financial Alliance's Lam Research position peaked at $749K in Q1 2022.
1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Founders Financial Alliance's 13F filing for Q4 2023, filed 9 Feb 2024.