Peninsula Wealth’s Lam Research LRCX Stock Holding History

Peninsula Wealth’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	–	Sell	-2,750	Closed	-$294K	–	100
2024 Q2	$294K	Buy	2,750 +10	+0.4%	+$959	0.06%	80
2024 Q1	$266K	Buy	2,740 +20	+0.7%	+$1.76K	0.05%	81
2023 Q4	$213K	Buy	+2,720	New	+$185K	0.04%	82

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Peninsula Wealth's LRCX Position: Q3 2024 in Review

Peninsula Wealth sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 2,750 shares — an estimated $294K sold.

Peninsula Wealth first reported a position in LRCX in Q4 2023 and held it in 3 quarters. The position peaked at $294K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Peninsula Wealth reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
Peninsula Wealth sold 2,750 Lam Research shares in Q3 2024, an estimated $294K.
Peninsula Wealth first reported a position in Lam Research in Q4 2023 and held it in 3 quarters.
Peninsula Wealth's Lam Research position peaked at $294K in Q2 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Peninsula Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.