Institutional & Family Asset Management’s Lam Research LRCX Stock Holding History

Institutional & Family Asset 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	$4.26K	Hold	40	–	–	﹤0.01%	518
2024 Q1	$3.89K	Hold	40	–	–	﹤0.01%	525
2023 Q4	$3.13K	Hold	40	–	–	﹤0.01%	533
2023 Q3	$2.51K	Hold	40	–	–	﹤0.01%	540
2023 Q2	$2.57K	Hold	40	–	–	﹤0.01%	552
2023 Q1	$2.12K	Buy	+40	New	+$1.96K	﹤0.01%	562
2021 Q3	–	Sell	-520	Closed	-$34K	–	946
2021 Q2	$34K	Sell	520 -560	-52%	-$35.4K	0.01%	400
2021 Q1	$64K	Buy	+1,080	New	+$58.8K	0.01%	324
2018 Q3	–	Sell	-140	Closed	-$2K	–	860
2018 Q2	$2K	Hold	140	–	–	﹤0.01%	729
2018 Q1	$3K	Buy	+140	New	+$2.77K	﹤0.01%	673

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

Institutional & Family Asset Management's LRCX Position: Q2 2024 in Review

Institutional & Family Asset Management held its Lam Research (LRCX) position steady in Q2 2024 at 40 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Institutional & Family Asset Management first reported a position in LRCX in Q1 2018 and has held it in 10 quarters since. The position peaked at $64K in Q1 2021. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

Institutional & Family Asset Management held 40 shares of Lam Research worth $4.26K as of Q2 2024.
Institutional & Family Asset Management left its Lam Research share count unchanged in Q2 2024.
Lam Research made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #518 holding.
Institutional & Family Asset Management first reported a position in Lam Research in Q1 2018 and has held it in 10 quarters since.
Institutional & Family Asset Management's Lam Research position peaked at $64K in Q1 2021.
1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.