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Gitterman Wealth Management’s Lam Research LRCX Stock Holding History

Gitterman Wealth Management’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
Q3 		– Sell
-3,219
Closed -$313K – 246
2025
Q2 		$313K Buy
+3,219
New +$255K 0.07% 79
2022
Q1 		– Sell
-3,760
Closed -$270K – 111
2021
Q4 		$270K Buy
+3,760
New +$236K 0.2% 63
2021
Q3 		– Sell
-3,660
Closed -$238K – 85
2021
Q2 		$238K Sell
3,660
-470
-11% -$29.7K 0.19% 52
2021
Q1 		$246K Buy
+4,130
New +$225K 0.16% 51

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gitterman Wealth Management's LRCX Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 3,219 shares — an estimated $313K sold.

Gitterman Wealth Management first reported a position in LRCX in Q1 2021 and held it in 4 quarters. The position peaked at $313K in Q2 2025. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 3,219 Lam Research shares in Q3 2025, an estimated $313K.
  • Gitterman Wealth Management first reported a position in Lam Research in Q1 2021 and held it in 4 quarters.
  • Gitterman Wealth Management's Lam Research position peaked at $313K in Q2 2025.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.