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Reilly Financial Advisors’s Lam Research LRCX Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$23.3M Sell
324,000
-9,800
-3% -$614K 1.73% 12
2021
Q3 		$19M Buy
333,800
+7,140
+2% +$434K 1.62% 21
2021
Q2 		$21.3M Sell
326,660
-55,170
-14% -$3.48M 1.72% 14
2021
Q1 		$22.7M Sell
381,830
-4,890
-1% -$266K 2% 8
2020
Q4 		$18.3M Buy
386,720
+2,310
+0.6% +$97.2K 1.71% 15
2020
Q3 		$12.8M Buy
384,410
+7,920
+2% +$273K 1.37% 27
2020
Q2 		$12.2M Buy
376,490
+8,100
+2% +$221K 1.44% 28
2020
Q1 		$8.84M Sell
368,390
-290
-0.1% -$8.35K 1.28% 34
2019
Q4 		$10.8M Sell
368,680
-122,520
-25% -$3.25M 1.23% 43
2019
Q3 		$11.4M Buy
491,200
+5,080
+1% +$107K 1.39% 29
2019
Q2 		$9.13M Sell
486,120
-20,030
-4% -$380K 1.14% 48
2019
Q1 		$9.06M Buy
506,150
+8,770
+2% +$146K 1.18% 41
2018
Q4 		$6.77M Buy
497,380
+494,380
+16,479% +$7.09M 0.99% 47
2018
Q3 		$46K Hold
3,000
– – 0.01% 379
2018
Q2 		$52K Hold
3,000
– – 0.01% 307
2018
Q1 		$61K Sell
3,000
-4,030
-57% -$79.8K 0.01% 275
2017
Q4 		$129K Hold
7,030
– – 0.02% 199
2017
Q3 		$130K Hold
7,030
– – 0.02% 188
2017
Q2 		$99K Hold
7,030
– – 0.02% 212
2017
Q1 		$90K Hold
7,030
– – 0.01% 217
2016
Q4 		$74K Buy
7,030
+4,030
+134% +$40.9K 0.01% 230
2016
Q3 		$28K Hold
3,000
– – 0.01% 349
2016
Q2 		$25K Hold
3,000
– – ﹤0.01% 351
2016
Q1 		$25K Hold
3,000
– – ﹤0.01% 535
2015
Q4 		$24K Hold
3,000
– – ﹤0.01% 558
2015
Q3 		$20K Hold
3,000
– – ﹤0.01% 603
2015
Q2 		$24K Hold
3,000
– – ﹤0.01% 631
2015
Q1 		$21K Hold
3,000
– – ﹤0.01% 653
2014
Q4 		$24K Hold
3,000
– – 0.01% 364
2014
Q3 		$22K Hold
3,000
– – 0.01% 380
2014
Q2 		$21K Hold
3,000
– – 0.01% 404
2014
Q1 		$17K Buy
+3,000
New +$15.9K ﹤0.01% 463

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Reilly Financial Advisors's LRCX Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Lam Research (LRCX) stake by 2.9% in Q4 2021, selling an estimated $614K and leaving 324,000 shares worth $23.3M. The position accounts for 1.73% of the portfolio, ranked #12.

Reilly Financial Advisors first reported a position in LRCX in Q1 2014 and has held it in 32 quarters since. 1,461 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

  • Reilly Financial Advisors held 324,000 shares of Lam Research worth $23.3M as of Q4 2021.
  • Reilly Financial Advisors sold 9,800 Lam Research shares in Q4 2021, an estimated $614K.
  • Lam Research made up 1.73% of Reilly Financial Advisors's portfolio in Q4 2021, its #12 holding.
  • Reilly Financial Advisors first reported a position in Lam Research in Q1 2014 and has held it in 32 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.