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Partnership Wealth Management’s Lam Research LRCX Stock Holding History

Partnership 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
2024
Q4 		– Sell
-400
Closed -$32.6K – 131
2024
Q3 		$32.6K Hold
400
– – 0.02% 134
2024
Q2 		$42.6K Hold
400
– – 0.03% 152
2024
Q1 		$38.9K Hold
400
– – 0.03% 158
2023
Q4 		$33K Buy
+400
New +$27.3K 0.02% 158

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

Partnership Wealth Management's LRCX Position: Q4 2024 in Review

Partnership Wealth Management sold out of Lam Research (LRCX) in Q4 2024, closing a stake of 400 shares — an estimated $32.6K sold.

Partnership Wealth Management first reported a position in LRCX in Q4 2023 and held it in 4 quarters. The position peaked at $42.6K in Q2 2024. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

  • Partnership Wealth Management reported no remaining Lam Research position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 400 Lam Research shares in Q4 2024, an estimated $32.6K.
  • Partnership Wealth Management first reported a position in Lam Research in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Lam Research position peaked at $42.6K in Q2 2024.
  • 1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.