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Peterson Financial Group’s Lam Research LRCX Stock Holding History

Peterson 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
2024
Q3 		$5.01K Buy
+60
New +$5.22K 0.02% 292
2023
Q1 		– Sell
-10,810
Closed -$454K – 51
2022
Q4 		$454K Sell
10,810
-6,010
-36% -$251K 0.6% 57
2022
Q3 		$616K Buy
16,820
+860
+5% +$38.3K 0.6% 56
2022
Q2 		$680K Buy
15,960
+1,530
+11% +$72.8K 0.64% 55
2022
Q1 		$776K Buy
14,430
+1,280
+10% +$74.5K 0.64% 55
2021
Q4 		$945K Buy
+13,150
New +$824K 0.77% 51

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Peterson Financial Group's LRCX Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Lam Research (LRCX) in Q3 2024: 60 shares worth $5.01K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in LRCX as recently as Q4 2022.

Peterson Financial Group first reported a position in LRCX in Q4 2021 and has held it in 6 quarters since. The position peaked at $945K in Q4 2021. 1,465 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • Peterson Financial Group held 60 shares of Lam Research worth $5.01K as of Q3 2024.
  • Lam Research was a new Peterson Financial Group position in Q3 2024.
  • Lam Research made up 0.02% of Peterson Financial Group's portfolio in Q3 2024, its #292 holding.
  • Peterson Financial Group first reported a position in Lam Research in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Lam Research position peaked at $945K in Q4 2021.
  • 1,465 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.