FWG Holdings’s Lam Research LRCX Stock Holding History

FWG Holdings’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	–	Sell	-4,470	Closed	-$429K	–	105
2024 Q2	$429K	Buy	4,470 +260	+6%	+$24.9K	0.22%	72
2024 Q1	$382K	Buy	4,210 +570	+16%	+$50.1K	0.2%	73
2023 Q4	$275K	Buy	+3,640	New	+$248K	0.16%	88
2023 Q3	–	Sell	-3,060	Closed	-$216K	–	99
2023 Q2	$216K	Buy	+3,060	New	+$172K	0.14%	95
2022 Q3	–	Sell	-5,450	Closed	-$232K	–	95
2022 Q2	$232K	Hold	5,450	–	–	0.2%	78
2022 Q1	$293K	Hold	5,450	–	–	0.23%	71
2021 Q4	$331K	Hold	5,450	–	–	0.25%	65
2021 Q3	$310K	Hold	5,450	–	–	0.27%	69
2021 Q2	$355K	Buy	+5,450	New	+$344K	0.32%	48

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

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

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

FWG Holdings's LRCX Position: Q3 2024 in Review

FWG Holdings sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 4,470 shares — an estimated $429K sold.

FWG Holdings first reported a position in LRCX in Q2 2021 and held it in 9 quarters. The position peaked at $429K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

FWG Holdings reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
FWG Holdings sold 4,470 Lam Research shares in Q3 2024, an estimated $429K.
FWG Holdings first reported a position in Lam Research in Q2 2021 and held it in 9 quarters.
FWG Holdings's Lam Research position peaked at $429K in Q2 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on FWG Holdings's 13F filing for Q3 2024, filed 8 Nov 2024.