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Smith & Howard Wealth Management’s Lam Research LRCX Stock Holding History

Smith & Howard Wealth Management’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
2015
Q3 		– Sell
-30,750
Closed -$250K – 74
2015
Q2 		$250K Hold
30,750
– – 0.11% 66
2015
Q1 		$216K Buy
+30,750
New +$243K 0.09% 79

Other funds holding LRCX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Smith & Howard Wealth Management's LRCX Position: Q3 2015 in Review

Smith & Howard Wealth Management sold out of Lam Research (LRCX) in Q3 2015, closing a stake of 30,750 shares — an estimated $250K sold.

Smith & Howard Wealth Management first reported a position in LRCX in Q1 2015 and held it in 2 quarters. The position peaked at $250K in Q2 2015. 505 funds tracked by Wall St. Rank hold LRCX as of Q3 2015.

  • Smith & Howard Wealth Management reported no remaining Lam Research position as of Q3 2015 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 30,750 Lam Research shares in Q3 2015, an estimated $250K.
  • Smith & Howard Wealth Management first reported a position in Lam Research in Q1 2015 and held it in 2 quarters.
  • Smith & Howard Wealth Management's Lam Research position peaked at $250K in Q2 2015.
  • 505 funds tracked by Wall St. Rank held Lam Research as of Q3 2015.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.