SYSTM Wealth Solutions’s Lam Research LRCX Stock Holding History

SYSTM Wealth Solutions’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	-470	Closed	-$50.4K	–	403
2024 Q2	$50.4K	Sell	470 -10,080	-96%	-$967K	0.01%	283
2024 Q1	$1.03M	Sell	10,550 -380	-3%	-$33.4K	0.13%	194
2023 Q4	$858K	Sell	10,930 -1,410	-11%	-$96.1K	0.12%	217
2023 Q3	$774K	Sell	12,340 -1,250	-9%	-$82.1K	0.12%	218
2023 Q2	$873K	Buy	13,590 +2,350	+21%	+$132K	0.12%	226
2023 Q1	$596K	Sell	11,240 -20,660	-65%	-$1.01M	0.09%	274
2022 Q4	$1.34M	Buy	+31,900	New	+$1.33M	0.17%	166

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

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

SYSTM Wealth Solutions's LRCX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 470 shares — an estimated $50.4K sold.

SYSTM Wealth Solutions first reported a position in LRCX in Q4 2022 and held it in 7 quarters. The position peaked at $1.34M in Q4 2022. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 470 Lam Research shares in Q3 2024, an estimated $50.4K.
SYSTM Wealth Solutions first reported a position in Lam Research in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Lam Research position peaked at $1.34M in Q4 2022.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.