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Milestone Investment Advisors’s Lam Research LRCX Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-2,210
Closed -$139K – 297
2023
Q3 		$139K Buy
+2,210
New +$145K 0.04% 125
2023
Q2 		– Sell
-2,210
Closed -$117K – 292
2023
Q1 		$117K Buy
+2,210
New +$108K 0.04% 133

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Milestone Investment Advisors's LRCX Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Lam Research (LRCX) in Q4 2023, closing a stake of 2,210 shares — an estimated $139K sold.

Milestone Investment Advisors first reported a position in LRCX in Q1 2023 and held it in 2 quarters. The position peaked at $139K in Q3 2023. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Lam Research position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 2,210 Lam Research shares in Q4 2023, an estimated $139K.
  • Milestone Investment Advisors first reported a position in Lam Research in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Lam Research position peaked at $139K in Q3 2023.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.