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Steward Financial Group’s Lam Research LRCX Stock Holding History

Steward Financial 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
Q3 		$31K Hold
500
– – 0.01% 196
2023
Q2 		$32K Buy
+500
New +$28.2K 0.01% 187
2022
Q3 		– Sell
-220
Closed -$9K – 781
2022
Q2 		$9K Buy
+220
New +$10.5K 0.01% 258

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

Steward Financial Group's LRCX Position: Q3 2023 in Review

Steward Financial Group held its Lam Research (LRCX) position steady in Q3 2023 at 500 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #196.

Steward Financial Group first reported a position in LRCX in Q2 2022 and has held it in 3 quarters since. The position peaked at $32K in Q2 2023. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

  • Steward Financial Group held 500 shares of Lam Research worth $31K as of Q3 2023.
  • Steward Financial Group left its Lam Research share count unchanged in Q3 2023.
  • Lam Research made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #196 holding.
  • Steward Financial Group first reported a position in Lam Research in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Lam Research position peaked at $32K in Q2 2023.
  • 1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.