NPP
LRCX icon

New Potomac Partners’s Lam Research LRCX Stock Holding History

New Potomac Partners’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
Q3 		$3.89M Sell
47,660
-750
-2% -$65.2K 2% 14
2024
Q2 		$5.15M Sell
48,410
-1,760
-4% -$169K 2.82% 6
2024
Q1 		$4.87M Sell
50,170
-8,940
-15% -$786K 2.71% 6
2023
Q4 		$4.63M Sell
59,110
-1,050
-2% -$71.6K 2.75% 6
2023
Q3 		$3.77M Sell
60,160
-5,230
-8% -$344K 2.6% 7
2023
Q2 		$4.2M Sell
65,390
-1,710
-3% -$96.4K 2.77% 7
2023
Q1 		$3.56M Sell
67,100
-170
-0.3% -$8.34K 2.47% 8
2022
Q4 		$2.83M Buy
67,270
+40
+0.1% +$1.67K 2.09% 13
2022
Q3 		$2.46M Sell
67,230
-310
-0.5% -$13.8K 2.08% 13
2022
Q2 		$2.88M Buy
67,540
+200
+0.3% +$9.52K 2.31% 12
2022
Q1 		$3.62M Sell
67,340
-220
-0.3% -$12.8K 2.55% 10
2021
Q4 		$4.86M Sell
67,560
-300
-0.4% -$18.8K 3.15% 5
2021
Q3 		$3.86M Buy
67,860
+140
+0.2% +$8.52K 2.67% 7
2021
Q2 		$4.41M Sell
67,720
-120
-0.2% -$7.58K 3% 9
2021
Q1 		$4.04M Sell
67,840
-31,810
-32% -$1.73M 2.97% 7
2020
Q4 		$4.71M Hold
99,650
– – 3.41% 5
2020
Q3 		$3.31M Buy
99,650
+6,030
+6% +$208K 2.63% 7
2020
Q2 		$3.03M Sell
93,620
-400
-0.4% -$10.9K 2.7% 6
2020
Q1 		$2.26M Buy
94,020
+6,470
+7% +$186K 2.47% 9
2019
Q4 		$2.56M Sell
87,550
-1,250
-1% -$33.2K 2.39% 9
2019
Q3 		$2.05M Sell
88,800
-1,600
-2% -$33.6K 2.05% 15
2019
Q2 		$1.7M Sell
90,400
-3,300
-4% -$62.6K 1.72% 31
2019
Q1 		$1.68M Sell
93,700
-2,400
-2% -$40K 1.7% 29
2018
Q4 		$1.31M Buy
+96,100
New +$1.38M 1.41% 38

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

New Potomac Partners's LRCX Position: Q3 2024 in Review

New Potomac Partners reduced its Lam Research (LRCX) stake by 1.5% in Q3 2024, selling an estimated $65.2K and leaving 47,660 shares worth $3.89M. The position accounts for 2% of the portfolio, ranked #14.

New Potomac Partners first reported a position in LRCX in Q4 2018 and has held it in 24 quarters since. The position peaked at $5.15M in Q2 2024. 1,466 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • New Potomac Partners held 47,660 shares of Lam Research worth $3.89M as of Q3 2024.
  • New Potomac Partners sold 750 Lam Research shares in Q3 2024, an estimated $65.2K.
  • Lam Research made up 2% of New Potomac Partners's portfolio in Q3 2024, its #14 holding.
  • New Potomac Partners first reported a position in Lam Research in Q4 2018 and has held it in 24 quarters since.
  • New Potomac Partners's Lam Research position peaked at $5.15M in Q2 2024.
  • 1,466 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.