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Schubert & Co’s Lam Research LRCX Stock Holding History

Schubert & Co’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
Q2 		– Sell
-300
Closed -$15.9K – 874
2023
Q1 		$15.9K Hold
300
– – 0.01% 157
2022
Q4 		$12.6K Buy
300
+120
+67% +$5.02K 0.01% 182
2022
Q3 		$7K Sell
180
-20
-10% -$890 0.01% 282
2022
Q2 		$9K Buy
200
+130
+186% +$6.19K 0.01% 193
2022
Q1 		$4K Sell
70
-30
-30% -$1.75K ﹤0.01% 210
2021
Q4 		$7K Buy
+100
New +$6.27K 0.01% 107

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Schubert & Co's LRCX Position: Q2 2023 in Review

Schubert & Co sold out of Lam Research (LRCX) in Q2 2023, closing a stake of 300 shares — an estimated $15.9K sold.

Schubert & Co first reported a position in LRCX in Q4 2021 and held it in 6 quarters. The position peaked at $15.9K in Q1 2023. 1,433 funds tracked by Wall St. Rank hold LRCX as of Q2 2023.

  • Schubert & Co reported no remaining Lam Research position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 300 Lam Research shares in Q2 2023, an estimated $15.9K.
  • Schubert & Co first reported a position in Lam Research in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Lam Research position peaked at $15.9K in Q1 2023.
  • 1,433 funds tracked by Wall St. Rank held Lam Research as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.