Lee, Danner & Bass’s Lam Research LRCX Stock Holding History

Lee, Danner & Bass’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	-139	Closed	-$10K	–	515
2024 Q4	$10K	Buy	+139	New	+$10.5K	﹤0.01%	530
2021 Q3	–	Sell	-3,130	Closed	-$204K	–	203
2021 Q2	$204K	Buy	+3,130	New	+$198K	0.02%	196

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee, Danner & Bass's LRCX Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 139 shares — an estimated $10K sold.

Lee, Danner & Bass first reported a position in LRCX in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Lee, Danner & Bass reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 139 Lam Research shares in Q1 2025, an estimated $10K.
Lee, Danner & Bass first reported a position in Lam Research in Q2 2021 and held it in 2 quarters.
Lee, Danner & Bass's Lam Research position peaked at $204K in Q2 2021.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.