SFP
LRCX icon

Sweet Financial Partners’s Lam Research LRCX Stock Holding History

Sweet Financial Partners’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
-3,160
Closed -$337K – 201
2024
Q2 		$337K Buy
3,160
+100
+3% +$9.59K 0.08% 152
2024
Q1 		$297K Hold
3,060
– – 0.07% 164
2023
Q4 		$240K Buy
+3,060
New +$209K 0.06% 170

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sweet Financial Partners's LRCX Position: Q3 2024 in Review

Sweet Financial Partners sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 3,160 shares — an estimated $337K sold.

Sweet Financial Partners first reported a position in LRCX in Q4 2023 and held it in 3 quarters. The position peaked at $337K in Q2 2024. 1,466 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • Sweet Financial Partners reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 3,160 Lam Research shares in Q3 2024, an estimated $337K.
  • Sweet Financial Partners first reported a position in Lam Research in Q4 2023 and held it in 3 quarters.
  • Sweet Financial Partners's Lam Research position peaked at $337K in Q2 2024.
  • 1,466 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.