Petrus Trust Company’s Lam Research LRCX Stock Holding History

Petrus Trust Company’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
2025 Q1	–	Sell	-10,103	Closed	-$730K	–	704
2024 Q4	$730K	Buy	10,103 +3,403	+51%	+$258K	0.07%	96
2024 Q3	$547K	Buy	+6,700	New	+$583K	0.05%	183
2018 Q3	–	Sell	-22,320	Closed	-$386K	–	298
2018 Q2	$386K	Buy	+22,320	New	+$430K	0.08%	75
2018 Q1	–	Sell	-20,450	Closed	-$376K	–	193
2017 Q4	$376K	Buy	20,450 +3,750	+22%	+$73.7K	0.09%	76
2017 Q3	$309K	Sell	16,700 -10,540	-39%	-$171K	0.07%	87
2017 Q2	$385K	Buy	+27,240	New	+$399K	0.09%	80
2016 Q2	–	Sell	-38,520	Closed	-$318K	–	188
2016 Q1	$318K	Buy	+38,520	New	+$280K	0.07%	90

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Petrus Trust Company's LRCX Position: Q1 2025 in Review

Petrus Trust Company sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 10,103 shares — an estimated $730K sold.

Petrus Trust Company first reported a position in LRCX in Q1 2016 and held it in 7 quarters. The position peaked at $730K in Q4 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Petrus Trust Company reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 10,103 Lam Research shares in Q1 2025, an estimated $730K.
Petrus Trust Company first reported a position in Lam Research in Q1 2016 and held it in 7 quarters.
Petrus Trust Company's Lam Research position peaked at $730K in Q4 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.