Polaris Wealth Advisory Group’s Lam Research LRCX Stock Holding History

Polaris Wealth Advisory 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
2023 Q2	–	Sell	-4,900	Closed	-$259K	–	176
2023 Q1	$259K	Sell	4,900 -419,140	-99%	-$20.6M	0.02%	153
2022 Q4	$19.7M	Sell	424,040 -347,600	-45%	-$14.5M	1.47%	21
2022 Q3	$27.1M	Buy	771,640 +252,980	+49%	+$11.3M	2.25%	12
2022 Q2	$22.1M	Sell	518,660 -96,760	-16%	-$4.61M	1.77%	25
2022 Q1	$31M	Buy	615,420 +100,750	+20%	+$5.87M	2.07%	20
2021 Q4	$37M	Buy	+514,670	New	+$32.3M	2.12%	11
2021 Q2	–	Sell	-344,910	Closed	-$22.8M	–	191
2021 Q1	$22.8M	Sell	344,910 -149,420	-30%	-$8.14M	1.46%	27
2020 Q4	$24.8M	Sell	494,330 -117,440	-19%	-$4.94M	1.85%	14
2020 Q3	$20.9M	Buy	611,770 +597,840	+4,292%	+$20.6M	1.97%	12
2020 Q2	$442K	Buy	+13,930	New	+$380K	0.04%	109
2019 Q2	–	Sell	-60,760	Closed	-$1.12M	–	161
2019 Q1	$1.12M	Buy	60,760 +34,050	+127%	+$568K	0.08%	100
2018 Q4	$364K	Buy	+26,710	New	+$383K	0.03%	113
2017 Q2	–	Sell	-1,767,000	Closed	-$22.7M	–	129
2017 Q1	$22.7M	Sell	1,767,000 -59,830	-3%	-$703K	2.47%	7
2016 Q4	$19.3M	Sell	1,826,830 -108,060	-6%	-$1.1M	2.24%	12
2016 Q3	$18.3M	Buy	+1,934,890	New	+$17.6M	2.19%	12
2015 Q3	–	Sell	-67,800	Closed	-$552K	–	80
2015 Q2	$552K	Buy	67,800 +2,200	+3%	+$17.3K	0.11%	53
2015 Q1	$461K	Buy	+65,600	New	+$519K	0.08%	71

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Polaris Wealth Advisory Group's LRCX Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Lam Research (LRCX) in Q2 2023, closing a stake of 4,900 shares — an estimated $259K sold.

Polaris Wealth Advisory Group first reported a position in LRCX in Q1 2015 and held it in 17 quarters. The position peaked at $37M in Q4 2021. 1,434 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Lam Research position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 4,900 Lam Research shares in Q2 2023, an estimated $259K.
Polaris Wealth Advisory Group first reported a position in Lam Research in Q1 2015 and held it in 17 quarters.
Polaris Wealth Advisory Group's Lam Research position peaked at $37M in Q4 2021.
1,434 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.