Prio Wealth Limited Partnership’s Lam Research LRCX Stock Holding History

Prio Wealth Limited Partnership’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	$498K	Hold	6,100	–	–	0.01%	193
2024 Q2	$650K	Sell	6,100 -650	-10%	-$62.3K	0.02%	179
2024 Q1	$656K	Sell	6,750 -10	-0.1%	-$880	0.02%	179
2023 Q4	$529K	Sell	6,760 -30	-0.4%	-$2.04K	0.02%	187
2023 Q3	$426K	Buy	6,790 +40	+0.6%	+$2.63K	0.02%	191
2023 Q2	$434K	Hold	6,750	–	–	0.02%	197
2023 Q1	$358K	Hold	6,750	–	–	0.01%	206
2022 Q4	$284K	Hold	6,750	–	–	0.01%	219
2022 Q3	$247K	Hold	6,750	–	–	0.01%	227
2022 Q2	$288K	Hold	6,750	–	–	0.01%	226
2022 Q1	$363K	Hold	6,750	–	–	0.01%	215
2021 Q4	$485K	Hold	6,750	–	–	0.01%	201
2021 Q3	$384K	Hold	6,750	–	–	0.01%	215
2021 Q2	$439K	Hold	6,750	–	–	0.01%	204
2021 Q1	$402K	Sell	6,750 -650	-9%	-$35.4K	0.01%	210
2020 Q4	$349K	Sell	7,400 -500	-6%	-$21K	0.01%	220
2020 Q3	$262K	Buy	7,900 +150	+2%	+$5.17K	0.01%	228
2020 Q2	$251K	Buy	+7,750	New	+$211K	0.01%	226
2020 Q1	–	Sell	-7,750	Closed	-$227K	–	243
2019 Q4	$227K	Buy	+7,750	New	+$206K	0.01%	244

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

Prio Wealth Limited Partnership's LRCX Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Lam Research (LRCX) position steady in Q3 2024 at 6,100 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #193.

Prio Wealth Limited Partnership first reported a position in LRCX in Q4 2019 and has held it in 19 quarters since. The position peaked at $656K in Q1 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

Prio Wealth Limited Partnership held 6,100 shares of Lam Research worth $498K as of Q3 2024.
Prio Wealth Limited Partnership left its Lam Research share count unchanged in Q3 2024.
Lam Research made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #193 holding.
Prio Wealth Limited Partnership first reported a position in Lam Research in Q4 2019 and has held it in 19 quarters since.
Prio Wealth Limited Partnership's Lam Research position peaked at $656K in Q1 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.