Ground Swell Capital’s Lam Research LRCX Stock Holding History

Ground Swell Capital’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 Q1	–	Sell	-4,990	Closed	-$210K	–	88
2022 Q4	$210K	Buy	+4,990	New	+$209K	0.93%	34
2022 Q3	–	Sell	-10,550	Closed	-$450K	–	156
2022 Q2	$450K	Buy	+10,550	New	+$502K	0.83%	28
2021 Q2	–	Sell	-5,520	Closed	-$329K	–	124
2021 Q1	$329K	Buy	+5,520	New	+$301K	1.06%	25
2014 Q3	$20K	Buy	2,730 +910	+50%	+$6.49K	0.04%	527
2014 Q2	$12K	Buy	+1,820	New	+$10.9K	0.02%	636

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ground Swell Capital's LRCX Position: Q1 2023 in Review

Ground Swell Capital sold out of Lam Research (LRCX) in Q1 2023, closing a stake of 4,990 shares — an estimated $210K sold.

Ground Swell Capital first reported a position in LRCX in Q2 2014 and held it in 5 quarters. The position peaked at $450K in Q2 2022. 1,363 funds tracked by Wall St. Rank hold LRCX as of Q1 2023.

Ground Swell Capital reported no remaining Lam Research position as of Q1 2023 after selling out during the quarter.
Ground Swell Capital sold 4,990 Lam Research shares in Q1 2023, an estimated $210K.
Ground Swell Capital first reported a position in Lam Research in Q2 2014 and held it in 5 quarters.
Ground Swell Capital's Lam Research position peaked at $450K in Q2 2022.
1,363 funds tracked by Wall St. Rank held Lam Research as of Q1 2023.

Based on Ground Swell Capital's 13F filing for Q1 2023, filed 8 May 2023.