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Taylor Hoffman Wealth Management’s Lam Research LRCX Stock Holding History

Taylor Hoffman 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
Q2 		$9.3M Sell
87,690
-70
-0.1% -$6.71K 3.79% 5
2024
Q1 		$8.53M Sell
87,760
-940
-1% -$82.7K 3.62% 5
2023
Q4 		$6.95M Buy
88,700
+340
+0.4% +$23.2K 3.14% 5
2023
Q3 		$5.54M Sell
88,360
-450
-0.5% -$29.6K 2.85% 8
2023
Q2 		$5.71M Buy
88,810
+1,080
+1% +$60.9K 2.85% 7
2023
Q1 		$4.65M Sell
87,730
-820
-0.9% -$40.2K 2.55% 7
2022
Q4 		$3.72M Buy
88,550
+1,700
+2% +$71.1K 2.28% 10
2022
Q3 		$3.18M Buy
86,850
+840
+1% +$37.4K 1.67% 15
2022
Q2 		$3.4M Sell
86,010
-2,620
-3% -$125K 1.67% 14
2022
Q1 		$4.76M Sell
88,630
-10
-0% -$582 1.91% 9
2021
Q4 		$6.38M Buy
88,640
+2,660
+3% +$167K 2.43% 5
2021
Q3 		$4.9M Buy
85,980
+2,180
+3% +$133K 2.1% 6
2021
Q2 		$5.45M Sell
83,800
-9,480
-10% -$598K 2.35% 4
2021
Q1 		$5.55M Buy
93,280
+2,430
+3% +$132K 2.54% 5
2020
Q4 		$4.29M Buy
90,850
+1,120
+1% +$47.1K 2.19% 5
2020
Q3 		$2.98M Buy
89,730
+37,340
+71% +$1.29M 1.75% 12
2020
Q2 		$1.7M Buy
52,390
+5,640
+12% +$154K 1.06% 27
2020
Q1 		$1.12M Buy
46,750
+28,180
+152% +$811K 1.08% 38
2019
Q4 		$543K Buy
18,570
+7,470
+67% +$198K 0.35% 79
2019
Q3 		$257K Buy
11,100
+10,900
+5,450% +$229K 0.18% 105
2019
Q2 		$4K Hold
200
– – ﹤0.01% 349
2019
Q1 		$4K Hold
200
– – ﹤0.01% 351
2018
Q4 		$3K Sell
200
-220
-52% -$3.15K ﹤0.01% 353
2018
Q3 		$6K Hold
420
– – ﹤0.01% 310
2018
Q2 		$7K Hold
420
– – 0.01% 281
2018
Q1 		$9K Hold
420
– – 0.01% 282
2017
Q4 		$8K Buy
+420
New +$8.25K 0.01% 300

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Taylor Hoffman Wealth Management's LRCX Position: Q2 2024 in Review

Taylor Hoffman Wealth Management reduced its Lam Research (LRCX) stake by 0.08% in Q2 2024, selling an estimated $6.71K and leaving 87,690 shares worth $9.3M. The position accounts for 3.79% of the portfolio, ranked #5.

Taylor Hoffman Wealth Management first reported a position in LRCX in Q4 2017 and has held it in 27 quarters since. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • Taylor Hoffman Wealth Management held 87,690 shares of Lam Research worth $9.3M as of Q2 2024.
  • Taylor Hoffman Wealth Management sold 70 Lam Research shares in Q2 2024, an estimated $6.71K.
  • Lam Research made up 3.79% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #5 holding.
  • Taylor Hoffman Wealth Management first reported a position in Lam Research in Q4 2017 and has held it in 27 quarters since.
  • 1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.