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Provence Wealth Management Group’s Lam Research LRCX Stock Holding History

Provence Wealth Management 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
Q4 		$539K Sell
6,880
-40
-0.6% -$2.73K 0.29% 76
2023
Q3 		$434K Buy
6,920
+720
+12% +$47.3K 0.27% 76
2023
Q2 		$399K Buy
6,200
+480
+8% +$27.1K 0.23% 82
2023
Q1 		$303K Buy
+5,720
New +$281K 0.2% 102

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Provence Wealth Management Group's LRCX Position: Q4 2023 in Review

Provence Wealth Management Group reduced its Lam Research (LRCX) stake by 0.58% in Q4 2023, selling an estimated $2.73K and leaving 6,880 shares worth $539K. The position accounts for 0.29% of the portfolio, ranked #76.

Provence Wealth Management Group first reported a position in LRCX in Q1 2023 and has held it in 4 quarters since. 1,631 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • Provence Wealth Management Group held 6,880 shares of Lam Research worth $539K as of Q4 2023.
  • Provence Wealth Management Group sold 40 Lam Research shares in Q4 2023, an estimated $2.73K.
  • Lam Research made up 0.29% of Provence Wealth Management Group's portfolio in Q4 2023, its #76 holding.
  • Provence Wealth Management Group first reported a position in Lam Research in Q1 2023 and has held it in 4 quarters since.
  • 1,631 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.