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Strategic Financial Concepts’s Lam Research LRCX Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-350,500
Closed -$1.11K – 508
2024
Q2 		$1.11K Buy
+350,500
New +$33.6M ﹤0.01% 600

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Strategic Financial Concepts's LRCX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 350,500 shares — an estimated $1.11K sold.

Strategic Financial Concepts first reported a position in LRCX in Q2 2024 and held it in 1 quarter. The position peaked at $1.11K in Q2 2024. 1,465 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 350,500 Lam Research shares in Q3 2024, an estimated $1.11K.
  • Strategic Financial Concepts first reported a position in Lam Research in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Lam Research position peaked at $1.11K in Q2 2024.
  • 1,465 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.