Kelly Financial Services’s Lam Research LRCX Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-340	Closed	-$36.2K	–	479
2024 Q2	$36.2K	Hold	340	–	–	0.01%	260
2024 Q1	$33K	Buy	340 +40	+13%	+$3.52K	0.01%	269
2023 Q4	$23.5K	Hold	300	–	–	0.01%	288
2023 Q3	$18.8K	Buy	300 +50	+20%	+$3.29K	0.01%	289
2023 Q2	$16.1K	Hold	250	–	–	0.01%	305
2023 Q1	$13.3K	Sell	250 -70	-22%	-$3.44K	0.01%	317
2022 Q4	$13.4K	Hold	320	–	–	0.01%	300
2022 Q3	$11.7K	Hold	320	–	–	0.01%	308
2022 Q2	$13.6K	Hold	320	–	–	0.01%	289
2022 Q1	$17.2K	Hold	320	–	–	0.01%	283
2021 Q4	$23K	Hold	320	–	–	0.01%	253
2021 Q3	$18.2K	Sell	320 -207,900	-100%	-$12.6M	0.01%	270
2021 Q2	$32K	Buy	208,220 +207,920	+69,307%	+$13.1M	﹤0.01%	506
2021 Q1	$17.9K	Hold	300	–	–	0.01%	234
2020 Q4	$14.2K	Hold	300	–	–	0.01%	229
2020 Q3	$9.95K	Hold	300	–	–	0.01%	257
2020 Q2	$9.7K	Hold	300	–	–	0.01%	249
2020 Q1	$7.2K	Buy	300 +50	+20%	+$1.44K	0.01%	250
2019 Q4	$7.31K	Sell	250 -4,150	-94%	-$110K	0.01%	264
2019 Q3	$102K	Hold	4,400	–	–	0.09%	47
2019 Q2	$82.7K	Sell	4,400 -280	-6%	-$5.31K	0.08%	54
2019 Q1	$83.8K	Buy	+4,680	New	+$78.1K	0.09%	51

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kelly Financial Services's LRCX Position: Q3 2024 in Review

Kelly Financial Services sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 340 shares — an estimated $36.2K sold.

Kelly Financial Services first reported a position in LRCX in Q1 2019 and held it in 22 quarters. The position peaked at $102K in Q3 2019. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Kelly Financial Services reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 340 Lam Research shares in Q3 2024, an estimated $36.2K.
Kelly Financial Services first reported a position in Lam Research in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Lam Research position peaked at $102K in Q3 2019.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.