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Pathstone Family Office’s Lam Research LRCX Stock Holding History

Pathstone Family Office’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
2022
Q3 		– Sell
-10,000
Closed -$10.3K – 1498
2022
Q2 		$10.3K Buy
+10,000
New +$476K ﹤0.01% 1040

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Pathstone Family Office's LRCX Position: Q3 2023 in Review

Pathstone Family Office increased its Lam Research (LRCX) stake by 132% in Q3 2023, buying an estimated $4.28M and bringing the position to 114,460 shares worth $7.33M. The position accounts for 0.06% of the portfolio, ranked #211.

Pathstone Family Office first reported a position in LRCX in Q2 2016 and has held it in 29 quarters since. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

  • Pathstone Family Office held 114,460 shares of Lam Research worth $7.33M as of Q3 2023.
  • Pathstone Family Office bought 65,160 Lam Research shares in Q3 2023, an estimated $4.28M.
  • Lam Research made up 0.06% of Pathstone Family Office's portfolio in Q3 2023, its #211 holding.
  • Pathstone Family Office first reported a position in Lam Research in Q2 2016 and has held it in 29 quarters since.
  • 1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.