Heritage Wealth Management (Arizona)’s Lam Research LRCX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$398K	Buy	9,460 +4,730	+100%	+$198K	0.06%	256
2022 Q3	$173K	Buy	4,730 +50	+1%	+$2.23K	0.06%	257
2022 Q2	$199K	Hold	4,680	–	–	0.07%	236
2022 Q1	$252K	Buy	+4,680	New	+$272K	0.07%	226
2021 Q3	$236K	Buy	4,140 +380	+10%	+$23.1K	0.08%	188
2021 Q2	$245K	Buy	3,760 +30	+0.8%	+$1.89K	0.09%	195
2021 Q1	$222K	Buy	+3,730	New	+$203K	0.13%	146

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Heritage Wealth Management (Arizona)'s LRCX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Lam Research (LRCX) stake by 100% in Q4 2022, buying an estimated $198K and bringing the position to 9,460 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #256.

Heritage Wealth Management (Arizona) first reported a position in LRCX in Q1 2021 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

Heritage Wealth Management (Arizona) held 9,460 shares of Lam Research worth $398K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 4,730 Lam Research shares in Q4 2022, an estimated $198K.
Lam Research made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #256 holding.
Heritage Wealth Management (Arizona) first reported a position in Lam Research in Q1 2021 and has held it in 7 quarters since.
1,346 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.