Swan Capital’s Lam Research LRCX Stock Holding History

Swan Capital’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
2025 Q1	–	Sell	-39	Closed	-$2.82K	–	405
2024 Q4	$2.82K	Buy	+39	New	+$2.96K	﹤0.01%	210

Other funds holding LRCX

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

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Swan Capital's LRCX Position: Q1 2025 in Review

Swan Capital sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 39 shares — an estimated $2.82K sold.

Swan Capital first reported a position in LRCX in Q4 2024 and held it in 1 quarter. The position peaked at $2.82K in Q4 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Swan Capital reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Swan Capital sold 39 Lam Research shares in Q1 2025, an estimated $2.82K.
Swan Capital first reported a position in Lam Research in Q4 2024 and held it in 1 quarter.
Swan Capital's Lam Research position peaked at $2.82K in Q4 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Swan Capital's 13F filing for Q1 2025, filed 23 May 2025.