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MorganRosel Wealth Management’s Lam Research LRCX Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-70
Closed -$6.81K – 246
2025
Q2 		$6.81K Hold
70
– – ﹤0.01% 268
2025
Q1 		$5.09K Buy
+70
New +$5.51K ﹤0.01% 274
2022
Q1 		– Sell
-16,120
Closed -$1.16M – 94
2021
Q4 		$1.16M Buy
16,120
+510
+3% +$32K 0.56% 29
2021
Q3 		$888K Sell
15,610
-150
-1% -$9.13K 0.48% 38
2021
Q2 		$1.03M Sell
15,760
-4,610
-23% -$291K 0.58% 29
2021
Q1 		$1.21M Sell
20,370
-2,070
-9% -$113K 0.76% 24
2020
Q4 		$1.06M Buy
22,440
+460
+2% +$19.4K 0.75% 25
2020
Q3 		$729K Buy
21,980
+740
+3% +$25.5K 0.59% 35
2020
Q2 		$687K Sell
21,240
-830
-4% -$22.6K 0.64% 28
2020
Q1 		$530K Buy
+22,070
New +$635K 0.6% 35

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MorganRosel Wealth Management's LRCX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Lam Research (LRCX) in Q3 2025, closing a stake of 70 shares — an estimated $6.81K sold.

MorganRosel Wealth Management first reported a position in LRCX in Q1 2020 and held it in 10 quarters. The position peaked at $1.21M in Q1 2021. 2,107 funds tracked by Wall St. Rank hold LRCX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Lam Research position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 70 Lam Research shares in Q3 2025, an estimated $6.81K.
  • MorganRosel Wealth Management first reported a position in Lam Research in Q1 2020 and held it in 10 quarters.
  • MorganRosel Wealth Management's Lam Research position peaked at $1.21M in Q1 2021.
  • 2,107 funds tracked by Wall St. Rank held Lam Research as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.