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Morningstar Investment Services’s Lam Research LRCX Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-4,870
Closed -$403K – 288
2024
Q3 		$403K Buy
4,870
+590
+14% +$51.3K ﹤0.01% 300
2024
Q2 		$452K Buy
4,280
+680
+19% +$65.2K ﹤0.01% 264
2024
Q1 		$348K Sell
3,600
-1,710
-32% -$150K ﹤0.01% 271
2023
Q4 		$419K Buy
+5,310
New +$362K ﹤0.01% 307
2022
Q4 		– Sell
-11,840
Closed -$461K – 222
2022
Q3 		$461K Sell
11,840
-67,560
-85% -$3.01M 0.01% 175
2022
Q2 		$3.39M Buy
79,400
+74,610
+1,558% +$3.55M 0.05% 130
2022
Q1 		$268K Buy
4,790
+600
+14% +$34.9K ﹤0.01% 216
2021
Q4 		$301K Buy
+4,190
New +$263K ﹤0.01% 210

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morningstar Investment Services's LRCX Position: Q4 2024 in Review

Morningstar Investment Services sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 4,870 shares — an estimated $403K sold.

Morningstar Investment Services first reported a position in LRCX in Q4 2021 and held it in 8 quarters. The position peaked at $3.39M in Q2 2022. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

  • Morningstar Investment Services reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,870 Lam Research shares in Q4 2024, an estimated $403K.
  • Morningstar Investment Services first reported a position in Lam Research in Q4 2021 and held it in 8 quarters.
  • Morningstar Investment Services's Lam Research position peaked at $3.39M in Q2 2022.
  • 1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.