Lumina Fund Management’s Lam Research LRCX Stock Holding History

Lumina Fund 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
2023 Q4	–	Sell	-11,000	Closed	-$689K	–	27
2023 Q3	$689K	Hold	11,000	–	–	0.23%	34
2023 Q2	$707K	Hold	11,000	–	–	0.3%	35
2023 Q1	$583K	Hold	11,000	–	–	0.27%	39
2022 Q4	$462K	Hold	11,000	–	–	0.18%	45
2022 Q3	$403K	Hold	11,000	–	–	0.15%	46
2022 Q2	$469K	Hold	11,000	–	–	0.18%	42
2022 Q1	$591K	Buy	+11,000	New	+$640K	0.19%	39
2019 Q2	–	Sell	-50,000	Closed	-$895K	–	43
2019 Q1	$895K	Hold	50,000	–	–	0.52%	12
2018 Q4	$692K	Hold	50,000	–	–	0.46%	12
2018 Q3	$759K	Buy	+50,000	New	+$854K	0.36%	14

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lumina Fund Management's LRCX Position: Q4 2023 in Review

Lumina Fund Management sold out of Lam Research (LRCX) in Q4 2023, closing a stake of 11,000 shares — an estimated $689K sold.

Lumina Fund Management first reported a position in LRCX in Q3 2018 and held it in 10 quarters. The position peaked at $895K in Q1 2019. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

Lumina Fund Management reported no remaining Lam Research position as of Q4 2023 after selling out during the quarter.
Lumina Fund Management sold 11,000 Lam Research shares in Q4 2023, an estimated $689K.
Lumina Fund Management first reported a position in Lam Research in Q3 2018 and held it in 10 quarters.
Lumina Fund Management's Lam Research position peaked at $895K in Q1 2019.
1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Lumina Fund Management's 13F filing for Q4 2023, filed 2 Feb 2024.