Sugarloaf Wealth Management’s Lam Research LRCX Stock Holding History

Sugarloaf 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
2024 Q4	$14K	Buy	+194	New	+$14.7K	﹤0.01%	450
2024 Q3	–	Sell	-190	Closed	-$20.6K	–	698
2024 Q2	$20.6K	Hold	190	–	–	﹤0.01%	391
2024 Q1	$18.8K	Hold	190	–	–	﹤0.01%	410
2023 Q4	$15.1K	Hold	190	–	–	﹤0.01%	437
2023 Q3	$12.1K	Hold	190	–	–	﹤0.01%	444
2023 Q2	$12.4K	Hold	190	–	–	﹤0.01%	448
2023 Q1	$10.2K	Sell	190 -500	-72%	-$24.5K	﹤0.01%	470
2022 Q4	$29K	Sell	690 -20	-3%	-$837	0.01%	362
2022 Q3	$26K	Sell	710 -700	-50%	-$31.2K	0.01%	383
2022 Q2	$60K	Buy	1,410 +300	+27%	+$14.3K	0.02%	257
2022 Q1	$60K	Buy	1,110 +210	+23%	+$12.2K	0.01%	254
2021 Q4	$64K	Buy	900 +520	+137%	+$32.6K	0.02%	258
2021 Q3	$22K	Buy	380 +260	+217%	+$15.8K	0.01%	407
2021 Q2	$8K	Buy	+120	New	+$7.58K	﹤0.01%	529

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sugarloaf Wealth Management's LRCX Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Lam Research (LRCX) in Q4 2024: 194 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Sugarloaf Wealth Management previously reported a position in LRCX as recently as Q2 2024.

Sugarloaf Wealth Management first reported a position in LRCX in Q2 2021 and has held it in 14 quarters since. The position peaked at $64K in Q4 2021. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

Sugarloaf Wealth Management held 194 shares of Lam Research worth $14K as of Q4 2024.
Lam Research was a new Sugarloaf Wealth Management position in Q4 2024.
Lam Research made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #450 holding.
Sugarloaf Wealth Management first reported a position in Lam Research in Q2 2021 and has held it in 14 quarters since.
Sugarloaf Wealth Management's Lam Research position peaked at $64K in Q4 2021.
1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.