SWA
LRCX icon

Sutton Wealth Advisors’s Lam Research LRCX Stock Holding History

Sutton Wealth Advisors’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 		$87.1K Buy
1,390
+10
+0.7% +$657 0.04% 180
2023
Q2 		$88.7K Buy
1,380
+850
+160% +$47.9K 0.04% 178
2023
Q1 		$28.1K Sell
530
-11,840
-96% -$581K 0.02% 263
2022
Q4 		$520K Sell
12,370
-340
-3% -$14.2K 0.2% 81
2022
Q3 		$465K Buy
12,710
+410
+3% +$18.3K 0.19% 84
2022
Q2 		$524K Buy
12,300
+30
+0.2% +$1.43K 0.21% 77
2022
Q1 		$660K Sell
12,270
-10
-0.1% -$582 0.23% 74
2021
Q4 		$883K Sell
12,280
-10
-0.1% -$627 0.29% 57
2021
Q3 		$699K Sell
12,290
-920
-7% -$56K 0.26% 67
2021
Q2 		$860K Sell
13,210
-10
-0.1% -$631 0.31% 56
2021
Q1 		$787K Buy
13,220
+40
+0.3% +$2.18K 0.31% 56
2020
Q4 		$622K Sell
13,180
-1,150
-8% -$48.4K 0.26% 66
2020
Q3 		$475K Hold
14,330
– – 0.23% 78
2020
Q2 		$464K Buy
14,330
+30
+0.2% +$818 0.24% 68
2020
Q1 		$343K Buy
14,300
+60
+0.4% +$1.73K 0.22% 81
2019
Q4 		$416K Sell
14,240
-880
-6% -$23.4K 0.21% 81
2019
Q3 		$349K Hold
15,120
– – 0.2% 89
2019
Q2 		$284K Hold
15,120
– – 0.16% 108
2019
Q1 		$271K Buy
15,120
+50
+0.3% +$834 0.16% 108
2018
Q4 		$205K Sell
15,070
-50
-0.3% -$717 0.13% 123
2018
Q3 		$229K Buy
15,120
+20
+0.1% +$342 0.15% 115
2018
Q2 		$261K Buy
15,100
+30
+0.2% +$578 0.18% 93
2018
Q1 		$306K Hold
15,070
– – 0.22% 75
2017
Q4 		$277K Sell
15,070
-2,750
-15% -$54K 0.2% 86
2017
Q3 		$330K Hold
17,820
– – 0.25% 67
2017
Q2 		$252K Sell
17,820
-920
-5% -$13.5K 0.2% 82
2017
Q1 		$241K Sell
18,740
-2,110
-10% -$24.8K 0.2% 79
2016
Q4 		$220K Sell
20,850
-450
-2% -$4.57K 0.2% 86
2016
Q3 		$202K Hold
21,300
– – 0.18% 94
2016
Q2 		$179K Hold
21,300
– – 0.17% 100
2016
Q1 		$176K Buy
+21,300
New +$155K 0.17% 101

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

Sutton Wealth Advisors's LRCX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Lam Research (LRCX) stake by 0.72% in Q3 2023, buying an estimated $657 and bringing the position to 1,390 shares worth $87.1K. The position accounts for 0.04% of the portfolio, ranked #180.

Sutton Wealth Advisors first reported a position in LRCX in Q1 2016 and has held it in 31 quarters since. The position peaked at $883K in Q4 2021. 1,450 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

  • Sutton Wealth Advisors held 1,390 shares of Lam Research worth $87.1K as of Q3 2023.
  • Sutton Wealth Advisors bought 10 Lam Research shares in Q3 2023, an estimated $657.
  • Lam Research made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #180 holding.
  • Sutton Wealth Advisors first reported a position in Lam Research in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Lam Research position peaked at $883K in Q4 2021.
  • 1,450 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.