McClarren Financial Advisors’s Lam Research LRCX Stock Holding History

McClarren Financial Advisors’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	-486	Closed	-$35K	–	337
2024 Q4	$35K	Buy	+486	New	+$36.9K	0.1%	98
2024 Q3	–	Sell	-10,640	Closed	-$51K	–	310
2024 Q2	$51K	Buy	10,640 +10,140	+2,028%	+$973K	0.04%	145
2024 Q1	$49K	Buy	500 +10	+2%	+$880	0.04%	146
2023 Q4	$39K	Hold	490	–	–	0.03%	179
2023 Q3	$30K	Hold	490	–	–	0.03%	179
2023 Q2	$31K	Hold	490	–	–	0.03%	186
2023 Q1	$26K	Hold	490	–	–	0.02%	188
2022 Q4	$20K	Sell	490 -10	-2%	-$418	0.02%	209
2022 Q3	$18K	Buy	+500	New	+$22.3K	0.02%	200
2022 Q2	–	Sell	-500	Closed	-$26K	–	162
2022 Q1	$26K	Hold	500	–	–	0.02%	161
2021 Q4	$36K	Buy	+500	New	+$31.3K	0.02%	160

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

McClarren Financial Advisors's LRCX Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 486 shares — an estimated $35K sold.

McClarren Financial Advisors first reported a position in LRCX in Q4 2021 and held it in 11 quarters. The position peaked at $51K in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

McClarren Financial Advisors reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 486 Lam Research shares in Q1 2025, an estimated $35K.
McClarren Financial Advisors first reported a position in Lam Research in Q4 2021 and held it in 11 quarters.
McClarren Financial Advisors's Lam Research position peaked at $51K in Q2 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.