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Private Ocean’s Lam Research LRCX Stock Holding History

Private Ocean’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
Q2 		$17K Buy
+160
New +$15.3K ﹤0.01% 345
2023
Q3 		– Sell
-80
Closed -$5.25K – 530
2023
Q2 		$5.25K Hold
80
– – ﹤0.01% 432
2023
Q1 		$4.31K Buy
+80
New +$3.93K ﹤0.01% 473

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Ocean's LRCX Position: Q2 2024 in Review

Private Ocean opened a new position in Lam Research (LRCX) in Q2 2024: 160 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #345 among its holdings. This is a return to the name: Private Ocean previously reported a position in LRCX as recently as Q2 2023.

Private Ocean first reported a position in LRCX in Q1 2023 and has held it in 3 quarters since. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • Private Ocean held 160 shares of Lam Research worth $17K as of Q2 2024.
  • Lam Research was a new Private Ocean position in Q2 2024.
  • Lam Research made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #345 holding.
  • Private Ocean first reported a position in Lam Research in Q1 2023 and has held it in 3 quarters since.
  • 1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.