Janiczek Wealth Management’s Lam Research LRCX Stock Holding History

Janiczek 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	$93.7K	Sell	880 -100	-10%	-$9.59K	0.02%	291
2024 Q1	$95.2K	Sell	980 -20	-2%	-$1.76K	0.02%	299
2023 Q4	$78.3K	Buy	1,000 +110	+12%	+$7.5K	0.02%	315
2023 Q3	$55.8K	Buy	+890	New	+$58.5K	0.01%	349
2023 Q1	–	Sell	-20	Closed	-$940	–	1047
2022 Q4	$940	Hold	20	–	–	﹤0.01%	864
2022 Q3	$1K	Sell	20 -40	-67%	-$1.78K	﹤0.01%	848
2022 Q2	$3K	Buy	60 +40	+200%	+$1.9K	﹤0.01%	738
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	876
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	937
2021 Q3	$1K	Buy	+20	New	+$1.22K	﹤0.01%	910
2020 Q3	–	Sell	-110	Closed	-$4K	–	689
2020 Q2	$4K	Buy	+110	New	+$3K	﹤0.01%	205

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

Janiczek Wealth Management's LRCX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Lam Research (LRCX) stake by 10% in Q2 2024, selling an estimated $9.59K and leaving 880 shares worth $93.7K. The position accounts for 0.02% of the portfolio, ranked #291.

Janiczek Wealth Management first reported a position in LRCX in Q2 2020 and has held it in 11 quarters since. The position peaked at $95.2K in Q1 2024. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

Janiczek Wealth Management held 880 shares of Lam Research worth $93.7K as of Q2 2024.
Janiczek Wealth Management sold 100 Lam Research shares in Q2 2024, an estimated $9.59K.
Lam Research made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #291 holding.
Janiczek Wealth Management first reported a position in Lam Research in Q2 2020 and has held it in 11 quarters since.
Janiczek Wealth Management's Lam Research position peaked at $95.2K in Q1 2024.
1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.