ICA Group Wealth Management’s Lam Research LRCX Stock Holding History

ICA Group 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
2024 Q2	$63.9K	Sell	600 -4,490	-88%	-$431K	0.04%	216
2024 Q1	$495K	Buy	5,090 +3,550	+231%	+$312K	0.1%	169
2023 Q4	$121K	Buy	+1,540	New	+$105K	0.03%	331
2023 Q3	–	Sell	-160	Closed	-$10.4K	–	773
2023 Q2	$10.4K	Sell	160 -30	-16%	-$1.69K	﹤0.01%	832
2023 Q1	$10.1K	Sell	190 -1,000	-84%	-$49.1K	﹤0.01%	804
2022 Q4	$50K	Sell	1,190 -5,460	-82%	-$228K	0.01%	512
2022 Q3	$243K	Sell	6,650 -210	-3%	-$9.35K	0.05%	304
2022 Q2	$327K	Buy	6,860 +150	+2%	+$7.14K	0.06%	262
2022 Q1	$346K	Buy	+6,710	New	+$391K	0.07%	247

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ICA Group Wealth Management's LRCX Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Lam Research (LRCX) stake by 88% in Q2 2024, selling an estimated $431K and leaving 600 shares worth $63.9K. The position accounts for 0.04% of the portfolio, ranked #216.

ICA Group Wealth Management first reported a position in LRCX in Q1 2022 and has held it in 9 quarters since. The position peaked at $495K in Q1 2024. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

ICA Group Wealth Management held 600 shares of Lam Research worth $63.9K as of Q2 2024.
ICA Group Wealth Management sold 4,490 Lam Research shares in Q2 2024, an estimated $431K.
Lam Research made up 0.04% of ICA Group Wealth Management's portfolio in Q2 2024, its #216 holding.
ICA Group Wealth Management first reported a position in Lam Research in Q1 2022 and has held it in 9 quarters since.
ICA Group Wealth Management's Lam Research position peaked at $495K in Q1 2024.
1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.