Intercontinental Wealth Advisors’s Lam Research LRCX Stock Holding History

Intercontinental Wealth Advisors’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 Q2	$503K	Hold	7,820	–	–	0.12%	185
2023 Q1	$415K	Buy	7,820 +10	+0.1%	+$491	0.11%	216
2022 Q4	$328K	Buy	7,810 +40	+0.5%	+$1.67K	0.1%	223
2022 Q3	$284K	Hold	7,770	–	–	0.09%	228
2022 Q2	$331K	Buy	7,770 +660	+9%	+$31.4K	0.09%	210
2022 Q1	$382K	Buy	7,110 +220	+3%	+$12.8K	0.09%	211
2021 Q4	$495K	Hold	6,890	–	–	0.1%	185
2021 Q3	$392K	Sell	6,890 -2,580	-27%	-$157K	0.09%	197
2021 Q2	$616K	Buy	9,470 +1,350	+17%	+$85.2K	0.12%	151
2021 Q1	$483K	Hold	8,120	–	–	0.11%	163
2020 Q4	$383K	Buy	8,120 +2,040	+34%	+$85.8K	0.09%	172
2020 Q3	$202K	Sell	6,080 -3,650	-38%	-$126K	0.06%	192
2020 Q2	$315K	Hold	9,730	–	–	0.1%	142
2020 Q1	$234K	Buy	9,730 +7,540	+344%	+$217K	0.12%	140
2019 Q4	$71K	Sell	2,190 -6,950	-76%	-$185K	0.06%	164
2019 Q3	$211K	Buy	9,140 +10	+0.1%	+$210	0.13%	125
2019 Q2	$172K	Buy	9,130 +10	+0.1%	+$190	0.09%	131
2019 Q1	$163K	Buy	9,120 +290	+3%	+$4.84K	0.08%	139
2018 Q4	$120K	Buy	+8,830	New	+$127K	0.07%	154

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Intercontinental Wealth Advisors's LRCX Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its Lam Research (LRCX) position steady in Q2 2023 at 7,820 shares worth $503K. The position accounts for 0.12% of the portfolio, ranked #185.

Intercontinental Wealth Advisors first reported a position in LRCX in Q4 2018 and has held it in 19 quarters since. The position peaked at $616K in Q2 2021. 1,434 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

Intercontinental Wealth Advisors held 7,820 shares of Lam Research worth $503K as of Q2 2023.
Intercontinental Wealth Advisors left its Lam Research share count unchanged in Q2 2023.
Lam Research made up 0.12% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #185 holding.
Intercontinental Wealth Advisors first reported a position in Lam Research in Q4 2018 and has held it in 19 quarters since.
Intercontinental Wealth Advisors's Lam Research position peaked at $616K in Q2 2021.
1,434 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.