Lake Street Advisors Group’s Lam Research LRCX Stock Holding History

Lake Street Advisors 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
2024 Q4	$1.22M	Buy	16,833 +963	+6%	+$73K	0.06%	198
2024 Q3	$1.3M	Sell	15,870 -60	-0.4%	-$5.22K	0.06%	175
2024 Q2	$1.7M	Sell	15,930 -690	-4%	-$66.2K	0.08%	149
2024 Q1	$1.62M	Buy	16,620 +130	+0.8%	+$11.4K	0.08%	163
2023 Q4	$1.29M	Buy	+16,490	New	+$1.12M	0.07%	186
2021 Q3	–	Sell	-10,350	Closed	-$604K	–	344
2021 Q2	$604K	Buy	10,350 +30	+0.3%	+$1.89K	0.04%	150
2021 Q1	$614K	Buy	10,320 +20	+0.2%	+$1.09K	0.05%	140
2020 Q4	$486K	Buy	10,300 +230	+2%	+$9.68K	0.04%	155
2020 Q3	$334K	Buy	10,070 +670	+7%	+$23.1K	0.03%	186
2020 Q2	$304K	Buy	9,400 +270	+3%	+$7.36K	0.03%	197
2020 Q1	$219K	Buy	9,130 +1,760	+24%	+$50.7K	0.03%	215
2019 Q4	$215K	Buy	+7,370	New	+$196K	0.02%	235
2018 Q2	–	Sell	-10,630	Closed	-$216K	–	347
2018 Q1	$216K	Buy	+10,630	New	+$211K	0.02%	283

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

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

JP Morgan Chase New York $1.56T 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 $336B AUM 34.66% 1-Year Est. Return

Lake Street Advisors Group's LRCX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Lam Research (LRCX) stake by 6.1% in Q4 2024, buying an estimated $73K and bringing the position to 16,833 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #198.

Lake Street Advisors Group first reported a position in LRCX in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.7M in Q2 2024. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Lake Street Advisors Group held 16,833 shares of Lam Research worth $1.22M as of Q4 2024.
Lake Street Advisors Group bought 963 Lam Research shares in Q4 2024, an estimated $73K.
Lam Research made up 0.06% of Lake Street Advisors Group's portfolio in Q4 2024, its #198 holding.
Lake Street Advisors Group first reported a position in Lam Research in Q1 2018 and has held it in 13 quarters since.
Lake Street Advisors Group's Lam Research position peaked at $1.7M in Q2 2024.
1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.