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Mark Sheptoff Financial Planning’s Lam Research LRCX Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-1,500
Closed -$98K – 407
2021
Q2 		$98K Buy
+1,500
New +$94.7K 0.05% 141
2018
Q2 		– Sell
-500
Closed -$10K – 379
2018
Q1 		$10K Buy
+500
New +$9.9K 0.01% 286

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Mark Sheptoff Financial Planning's LRCX Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Lam Research (LRCX) in Q3 2021, closing a stake of 1,500 shares — an estimated $98K sold.

Mark Sheptoff Financial Planning first reported a position in LRCX in Q1 2018 and held it in 2 quarters. The position peaked at $98K in Q2 2021. 1,297 funds tracked by Wall St. Rank hold LRCX as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Lam Research position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,500 Lam Research shares in Q3 2021, an estimated $98K.
  • Mark Sheptoff Financial Planning first reported a position in Lam Research in Q1 2018 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Lam Research position peaked at $98K in Q2 2021.
  • 1,297 funds tracked by Wall St. Rank held Lam Research as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.