Icon Wealth Partners’s Lam Research LRCX Stock Holding History

Icon Wealth Partners’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 Q3	$347K	Buy	5,530 +840	+18%	+$55.2K	0.04%	215
2023 Q2	$302K	Buy	4,690 +1,180	+34%	+$66.5K	0.03%	256
2023 Q1	$186K	Buy	+3,510	New	+$172K	0.02%	324
2020 Q3	–	Sell	-46,600	Closed	-$1.51M	–	294
2020 Q2	$1.51M	Buy	+46,600	New	+$1.27M	0.36%	55
2018 Q3	–	Sell	-100	Closed	-$2K	–	536
2018 Q2	$2K	Buy	+100	New	+$1.93K	﹤0.01%	801

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Icon Wealth Partners's LRCX Position: Q3 2023 in Review

Icon Wealth Partners increased its Lam Research (LRCX) stake by 18% in Q3 2023, buying an estimated $55.2K and bringing the position to 5,530 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #215.

Icon Wealth Partners first reported a position in LRCX in Q2 2018 and has held it in 5 quarters since. The position peaked at $1.51M in Q2 2020. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

Icon Wealth Partners held 5,530 shares of Lam Research worth $347K as of Q3 2023.
Icon Wealth Partners bought 840 Lam Research shares in Q3 2023, an estimated $55.2K.
Lam Research made up 0.04% of Icon Wealth Partners's portfolio in Q3 2023, its #215 holding.
Icon Wealth Partners first reported a position in Lam Research in Q2 2018 and has held it in 5 quarters since.
Icon Wealth Partners's Lam Research position peaked at $1.51M in Q2 2020.
1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.