IAM Advisory’s Lam Research LRCX Stock Holding History

IAM Advisory’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
2021 Q4	–	Sell	-14,490	Closed	-$801K	–	74
2021 Q3	$801K	Buy	+14,490	New	+$881K	0.34%	50
2021 Q2	–	Sell	-14,640	Closed	-$904K	–	73
2021 Q1	$904K	Buy	+14,640	New	+$798K	0.39%	38

Other funds holding LRCX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

IAM Advisory's LRCX Position: Q4 2021 in Review

IAM Advisory sold out of Lam Research (LRCX) in Q4 2021, closing a stake of 14,490 shares — an estimated $801K sold.

IAM Advisory first reported a position in LRCX in Q1 2021 and held it in 2 quarters. The position peaked at $904K in Q1 2021. 1,459 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

IAM Advisory reported no remaining Lam Research position as of Q4 2021 after selling out during the quarter.
IAM Advisory sold 14,490 Lam Research shares in Q4 2021, an estimated $801K.
IAM Advisory first reported a position in Lam Research in Q1 2021 and held it in 2 quarters.
IAM Advisory's Lam Research position peaked at $904K in Q1 2021.
1,459 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on IAM Advisory's 13F filing for Q4 2021, filed 19 Jan 2022.