Geller Advisors’s Lam Research LRCX Stock Holding History

Geller 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
2024 Q4	$395K	Buy	5,459 +459	+9%	+$34.8K	0.03%	168
2024 Q3	$409K	Sell	5,000 -3,830	-43%	-$333K	0.03%	164
2024 Q2	$942K	Sell	8,830 -40	-0.5%	-$3.84K	0.07%	76
2024 Q1	$864K	Sell	8,870 -40	-0.4%	-$3.52K	0.07%	84
2023 Q4	$700K	Buy	8,910 +90	+1%	+$6.13K	0.07%	92
2023 Q3	$555K	Sell	8,820 -70	-0.8%	-$4.6K	0.06%	102
2023 Q2	$573K	Buy	8,890 +3,570	+67%	+$201K	0.07%	97
2023 Q1	$283K	Buy	+5,320	New	+$261K	0.04%	129
2022 Q1	–	Sell	-3,970	Closed	-$286K	–	180
2021 Q4	$286K	Sell	3,970 -10	-0.3%	-$627	0.06%	121
2021 Q3	$227K	Buy	3,980 +30	+0.8%	+$1.82K	0.05%	132
2021 Q2	$258K	Buy	3,950 +10	+0.3%	+$631	0.06%	108
2021 Q1	$235K	Buy	+3,940	New	+$215K	0.06%	109

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geller Advisors's LRCX Position: Q4 2024 in Review

Geller Advisors increased its Lam Research (LRCX) stake by 9.2% in Q4 2024, buying an estimated $34.8K and bringing the position to 5,459 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #168.

Geller Advisors first reported a position in LRCX in Q1 2021 and has held it in 12 quarters since. The position peaked at $942K in Q2 2024. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Geller Advisors held 5,459 shares of Lam Research worth $395K as of Q4 2024.
Geller Advisors bought 459 Lam Research shares in Q4 2024, an estimated $34.8K.
Lam Research made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #168 holding.
Geller Advisors first reported a position in Lam Research in Q1 2021 and has held it in 12 quarters since.
Geller Advisors's Lam Research position peaked at $942K in Q2 2024.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.