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Kolinsky Wealth Management’s Lam Research LRCX Stock Holding History

Kolinsky 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
Q4 		$467K Buy
6,463
+263
+4% +$19.9K 0.28% 75
2024
Q3 		$506K Buy
6,200
+100
+2% +$8.69K 0.33% 67
2024
Q2 		$650K Buy
6,100
+350
+6% +$33.6K 0.47% 44
2024
Q1 		$559K Sell
5,750
-270
-4% -$23.8K 0.43% 52
2023
Q4 		$472K Sell
6,020
-700
-10% -$47.7K 0.41% 57
2023
Q3 		$421K Sell
6,720
-230
-3% -$15.1K 0.42% 57
2023
Q2 		$445K Buy
6,950
+270
+4% +$15.2K 0.42% 61
2023
Q1 		$354K Sell
6,680
-200
-3% -$9.81K 0.38% 64
2022
Q4 		$289K Buy
6,880
+840
+14% +$35.1K 0.33% 80
2022
Q3 		$221K Sell
6,040
-430
-7% -$19.1K 0.28% 103
2022
Q2 		$276K Sell
6,470
-150
-2% -$7.14K 0.33% 80
2022
Q1 		$356K Sell
6,620
-220
-3% -$12.8K 0.35% 59
2021
Q4 		$492K Buy
+6,840
New +$429K 0.46% 38

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kolinsky Wealth Management's LRCX Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Lam Research (LRCX) stake by 4.2% in Q4 2024, buying an estimated $19.9K and bringing the position to 6,463 shares worth $467K. The position accounts for 0.28% of the portfolio, ranked #75.

Kolinsky Wealth Management first reported a position in LRCX in Q4 2021 and has held it in 13 quarters since. The position peaked at $650K in Q2 2024. 1,696 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

  • Kolinsky Wealth Management held 6,463 shares of Lam Research worth $467K as of Q4 2024.
  • Kolinsky Wealth Management bought 263 Lam Research shares in Q4 2024, an estimated $19.9K.
  • Lam Research made up 0.28% of Kolinsky Wealth Management's portfolio in Q4 2024, its #75 holding.
  • Kolinsky Wealth Management first reported a position in Lam Research in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's Lam Research position peaked at $650K in Q2 2024.
  • 1,696 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.