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KWM
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
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$5.7T AUM
30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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