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Next Financial Group’s Lam Research LRCX Stock Holding History

Next Financial Group’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
2021
Q4 		$2.4M Buy
33,400
+6,220
+23% +$390K 0.16% 142
2021
Q3 		$1.55M Sell
27,180
-990
-4% -$60.2K 0.12% 188
2021
Q2 		$1.83M Sell
28,170
-1,270
-4% -$80.2K 0.15% 159
2021
Q1 		$1.75M Buy
29,440
+24,050
+446% +$1.31M 0.16% 145
2020
Q4 		$255K Buy
5,390
+2,050
+61% +$86.2K 0.02% 628
2020
Q3 		$111K Buy
+3,340
New +$115K 0.01% 822
2020
Q2 		– Sell
-2,210
Closed -$53K – 1329
2020
Q1 		$53K Sell
2,210
-300
-12% -$8.64K 0.01% 981
2019
Q4 		$73K Buy
2,510
+70
+3% +$1.86K 0.01% 1066
2019
Q3 		$56K Buy
2,440
+70
+3% +$1.47K 0.01% 1117
2019
Q2 		$45K Buy
2,370
+2,270
+2,270% +$43.1K ﹤0.01% 1200
2019
Q1 		$2K Sell
100
-1,020
-91% -$17K ﹤0.01% 1465
2018
Q4 		$15K Buy
+1,120
New +$16.1K ﹤0.01% 1205
2017
Q4 		– Sell
-650
Closed -$12K – 910
2017
Q3 		$12K Sell
650
-1,000
-61% -$16.2K ﹤0.01% 1142
2017
Q2 		$23K Sell
1,650
-1,350
-45% -$19.8K 0.01% 1025
2017
Q1 		$43K Hold
3,000
– – 0.01% 778
2016
Q4 		$32K Hold
3,000
– – 0.01% 1143
2016
Q3 		$28K Hold
3,000
– – 0.01% 1202
2016
Q2 		$25K Hold
3,000
– – 0.01% 883
2016
Q1 		$24K Buy
3,000
+500
+20% +$3.64K 0.01% 869
2015
Q4 		$19K Buy
2,500
+1,250
+100% +$9.4K 0.01% 943
2015
Q3 		$8K Buy
1,250
+480
+62% +$3.52K ﹤0.01% 1290
2015
Q2 		$6K Hold
770
– – ﹤0.01% 1430
2015
Q1 		$5K Hold
770
– – ﹤0.01% 1490
2014
Q4 		$6K Sell
770
-350
-31% -$2.71K ﹤0.01% 1434
2014
Q3 		$8K Buy
+1,120
New +$7.99K ﹤0.01% 1866

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's LRCX Position: Q4 2021 in Review

Next Financial Group increased its Lam Research (LRCX) stake by 23% in Q4 2021, buying an estimated $390K and bringing the position to 33,400 shares worth $2.4M. The position accounts for 0.16% of the portfolio, ranked #142.

Next Financial Group first reported a position in LRCX in Q3 2014 and has held it in 25 quarters since. 1,460 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

  • Next Financial Group held 33,400 shares of Lam Research worth $2.4M as of Q4 2021.
  • Next Financial Group bought 6,220 Lam Research shares in Q4 2021, an estimated $390K.
  • Lam Research made up 0.16% of Next Financial Group's portfolio in Q4 2021, its #142 holding.
  • Next Financial Group first reported a position in Lam Research in Q3 2014 and has held it in 25 quarters since.
  • 1,460 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.