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Retirement Guys Formula’s Lam Research LRCX Stock Holding History

Retirement Guys Formula’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
Q3 		– Sell
-10,810
Closed -$695K – 134
2023
Q2 		$695K Sell
10,810
-2,450
-18% -$138K 0.4% 59
2023
Q1 		$703K Sell
13,260
-390
-3% -$19.1K 0.5% 44
2022
Q4 		$574K Buy
13,650
+930
+7% +$38.9K 0.47% 58
2022
Q3 		$466K Buy
12,720
+710
+6% +$31.6K 0.49% 45
2022
Q2 		$512K Buy
12,010
+2,260
+23% +$108K 0.53% 40
2022
Q1 		$524K Buy
9,750
+760
+8% +$44.2K 0.35% 49
2021
Q4 		$646K Buy
+8,990
New +$564K 0.51% 37

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Retirement Guys Formula's LRCX Position: Q3 2023 in Review

Retirement Guys Formula sold out of Lam Research (LRCX) in Q3 2023, closing a stake of 10,810 shares — an estimated $695K sold.

Retirement Guys Formula first reported a position in LRCX in Q4 2021 and held it in 7 quarters. The position peaked at $703K in Q1 2023. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

  • Retirement Guys Formula reported no remaining Lam Research position as of Q3 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 10,810 Lam Research shares in Q3 2023, an estimated $695K.
  • Retirement Guys Formula first reported a position in Lam Research in Q4 2021 and held it in 7 quarters.
  • Retirement Guys Formula's Lam Research position peaked at $703K in Q1 2023.
  • 1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Retirement Guys Formula's 13F filing for Q3 2023, filed 13 Oct 2023.