Insight Wealth Partners’s Lam Research LRCX Stock Holding History

Insight 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
2024 Q4	–	Sell	-2,470	Closed	-$202K	–	99
2024 Q3	$202K	Buy	+2,470	New	+$215K	0.04%	100

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Insight Wealth Partners's LRCX Position: Q4 2024 in Review

Insight Wealth Partners sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 2,470 shares — an estimated $202K sold.

Insight Wealth Partners first reported a position in LRCX in Q3 2024 and held it in 1 quarter. The position peaked at $202K in Q3 2024. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Insight Wealth Partners reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
Insight Wealth Partners sold 2,470 Lam Research shares in Q4 2024, an estimated $202K.
Insight Wealth Partners first reported a position in Lam Research in Q3 2024 and held it in 1 quarter.
Insight Wealth Partners's Lam Research position peaked at $202K in Q3 2024.
1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Insight Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.