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Madison Wealth Management’s Lam Research LRCX Stock Holding History

Madison 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
2023
Q3 		$1.41M Buy
22,470
+310
+1% +$20.4K 0.3% 86
2023
Q2 		$1.42M Buy
22,160
+110
+0.5% +$6.2K 0.29% 84
2023
Q1 		$1.17M Buy
22,050
+710
+3% +$34.8K 0.25% 85
2022
Q4 		$897K Sell
21,340
-44,240
-67% -$1.85M 0.2% 91
2022
Q3 		$2.4M Buy
+65,580
New +$2.92M 0.59% 52

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Madison Wealth Management's LRCX Position: Q3 2023 in Review

Madison Wealth Management increased its Lam Research (LRCX) stake by 1.4% in Q3 2023, buying an estimated $20.4K and bringing the position to 22,470 shares worth $1.41M. The position accounts for 0.3% of the portfolio, ranked #86.

Madison Wealth Management first reported a position in LRCX in Q3 2022 and has held it in 5 quarters since. The position peaked at $2.4M in Q3 2022. 1,450 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

  • Madison Wealth Management held 22,470 shares of Lam Research worth $1.41M as of Q3 2023.
  • Madison Wealth Management bought 310 Lam Research shares in Q3 2023, an estimated $20.4K.
  • Lam Research made up 0.3% of Madison Wealth Management's portfolio in Q3 2023, its #86 holding.
  • Madison Wealth Management first reported a position in Lam Research in Q3 2022 and has held it in 5 quarters since.
  • Madison Wealth Management's Lam Research position peaked at $2.4M in Q3 2022.
  • 1,450 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.