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Glassman Wealth Services’s Lam Research LRCX Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,520
Closed -$119K – 1100
2023
Q4 		$119K Buy
1,520
+90
+6% +$6.13K 0.02% 264
2023
Q3 		$89.6K Sell
1,430
-10
-0.7% -$657 0.01% 297
2023
Q2 		$92.6K Buy
1,440
+10
+0.7% +$564 0.01% 274
2023
Q1 		$75.8K Buy
1,430
+110
+8% +$5.4K 0.01% 311
2022
Q4 		$55.5K Sell
1,320
-450
-25% -$18.8K 0.01% 395
2022
Q3 		$65K Buy
1,770
+130
+8% +$5.79K 0.01% 328
2022
Q2 		$70K Buy
1,640
+540
+49% +$25.7K 0.01% 327
2022
Q1 		$59K Hold
1,100
– – 0.01% 370
2021
Q4 		$79K Buy
1,100
+210
+24% +$13.2K 0.01% 285
2021
Q3 		$51K Buy
890
+30
+3% +$1.82K 0.01% 355
2021
Q2 		$56K Sell
860
-280
-25% -$17.7K 0.01% 327
2021
Q1 		$68K Sell
1,140
-890
-44% -$48.5K 0.01% 278
2020
Q4 		$96K Buy
2,030
+190
+10% +$7.99K 0.02% 232
2020
Q3 		$61K Buy
1,840
+1,510
+458% +$52K 0.02% 267
2020
Q2 		$11K Buy
330
+210
+175% +$5.73K ﹤0.01% 477
2020
Q1 		$3K Sell
120
-60
-33% -$1.73K ﹤0.01% 621
2019
Q4 		$5K Buy
180
+30
+20% +$797 ﹤0.01% 580
2019
Q3 		$3K Hold
150
– – ﹤0.01% 628
2019
Q2 		$3K Sell
150
-50
-25% -$949 ﹤0.01% 648
2019
Q1 		$4K Buy
200
+140
+233% +$2.34K ﹤0.01% 585
2018
Q4 		$1K Sell
60
-30
-33% -$430 ﹤0.01% 652
2018
Q3 		$1K Buy
90
+60
+200% +$1.02K ﹤0.01% 702
2018
Q2 		$1K Sell
30
-30
-50% -$578 ﹤0.01% 678
2018
Q1 		$1K Hold
60
– – ﹤0.01% 630
2017
Q4 		$1K Buy
60
+30
+100% +$590 ﹤0.01% 585
2017
Q3 		$1K Hold
30
– – ﹤0.01% 479
2017
Q2 		$0 Hold
30
– – ﹤0.01% 614
2017
Q1 		$0 Buy
+30
New +$353 ﹤0.01% 646

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Glassman Wealth Services's LRCX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 1,520 shares — an estimated $119K sold.

Glassman Wealth Services first reported a position in LRCX in Q1 2017 and held it in 28 quarters. The position peaked at $119K in Q4 2023. 1,730 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,520 Lam Research shares in Q1 2024, an estimated $119K.
  • Glassman Wealth Services first reported a position in Lam Research in Q1 2017 and held it in 28 quarters.
  • Glassman Wealth Services's Lam Research position peaked at $119K in Q4 2023.
  • 1,730 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.