JAG
LRCX icon

Journey Advisory Group’s Lam Research LRCX Stock Holding History

Journey Advisory Group’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
2025
Q1 		– Sell
-261
Closed -$278K – 283
2024
Q4 		$278K Sell
261
-2,349
-90% -$178K 0.03% 195
2024
Q3 		$278K Sell
2,610
-100
-4% -$8.69K 0.03% 195
2024
Q2 		$289K Buy
2,710
+260
+11% +$24.9K 0.03% 193
2024
Q1 		$238K Buy
+2,450
New +$216K 0.03% 215
2023
Q1 		– Sell
-12,750
Closed -$536K – 241
2022
Q4 		$536K Sell
12,750
-11,980
-48% -$501K 0.13% 125
2022
Q3 		$905K Sell
24,730
-6,290
-20% -$280K 0.23% 91
2022
Q2 		$1.56M Buy
31,020
+3,930
+15% +$187K 0.36% 66
2022
Q1 		$1.46M Buy
27,090
+14,770
+120% +$860K 0.37% 65
2021
Q4 		$886K Sell
12,320
-470
-4% -$29.5K 0.24% 90
2021
Q3 		$728K Buy
12,790
+3,250
+34% +$198K 0.24% 95
2021
Q2 		$621K Buy
9,540
+1,330
+16% +$84K 0.2% 102
2021
Q1 		$489K Buy
+8,210
New +$447K 0.17% 109

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Journey Advisory Group's LRCX Position: Q1 2025 in Review

Journey Advisory Group sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 261 shares — an estimated $278K sold.

Journey Advisory Group first reported a position in LRCX in Q1 2021 and held it in 12 quarters. The position peaked at $1.56M in Q2 2022. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

  • Journey Advisory Group reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 261 Lam Research shares in Q1 2025, an estimated $278K.
  • Journey Advisory Group first reported a position in Lam Research in Q1 2021 and held it in 12 quarters.
  • Journey Advisory Group's Lam Research position peaked at $1.56M in Q2 2022.
  • 1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.