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Monterey Private Wealth’s Lam Research LRCX Stock Holding History

Monterey Private Wealth’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 		$218K Buy
2,995
+11
+0.4% +$866 0.06% 122
2024
Q4 		$216K Buy
2,984
+324
+12% +$24.6K 0.07% 122
2024
Q3 		$217K Sell
2,660
-10
-0.4% -$869 0.07% 119
2024
Q2 		$284K Buy
2,670
+80
+3% +$7.67K 0.11% 92
2024
Q1 		$252K Buy
2,590
+10
+0.4% +$880 0.1% 91
2023
Q4 		$202K Buy
+2,580
New +$176K 0.09% 102
2023
Q3 		– Sell
-3,610
Closed -$232K – 101
2023
Q2 		$232K Buy
+3,610
New +$203K 0.11% 90

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monterey Private Wealth's LRCX Position: Q1 2025 in Review

Monterey Private Wealth increased its Lam Research (LRCX) stake by 0.37% in Q1 2025, buying an estimated $866 and bringing the position to 2,995 shares worth $218K. The position accounts for 0.06% of the portfolio, ranked #122.

Monterey Private Wealth first reported a position in LRCX in Q2 2023 and has held it in 7 quarters since. The position peaked at $284K in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

  • Monterey Private Wealth held 2,995 shares of Lam Research worth $218K as of Q1 2025.
  • Monterey Private Wealth bought 11 Lam Research shares in Q1 2025, an estimated $866.
  • Lam Research made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #122 holding.
  • Monterey Private Wealth first reported a position in Lam Research in Q2 2023 and has held it in 7 quarters since.
  • Monterey Private Wealth's Lam Research position peaked at $284K in Q2 2024.
  • 1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.