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TFO Wealth Partners’s Lam Research LRCX Stock Holding History

TFO Wealth 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
Q2 		– Sell
-10
Closed -$972 – 465
2024
Q1 		$972 Hold
10
– – ﹤0.01% 167
2023
Q4 		$783 Hold
10
– – ﹤0.01% 241
2023
Q3 		$643 Hold
10
– – ﹤0.01% 385
2023
Q2 		$643 Hold
10
– – ﹤0.01% 251
2023
Q1 		$530 Sell
10
-510
-98% -$25K ﹤0.01% 236
2022
Q4 		$10.8K Buy
+520
New +$21.8K ﹤0.01% 109
2022
Q3 		– Sell
-130
Closed -$6K – 335
2022
Q2 		$6K Buy
+130
New +$6.19K ﹤0.01% 194

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

TFO Wealth Partners's LRCX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Lam Research (LRCX) in Q2 2024, closing a stake of 10 shares — an estimated $972 sold.

TFO Wealth Partners first reported a position in LRCX in Q2 2022 and held it in 7 quarters. The position peaked at $10.8K in Q4 2022. 1,790 funds tracked by Wall St. Rank hold LRCX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Lam Research position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 10 Lam Research shares in Q2 2024, an estimated $972.
  • TFO Wealth Partners first reported a position in Lam Research in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Lam Research position peaked at $10.8K in Q4 2022.
  • 1,790 funds tracked by Wall St. Rank held Lam Research as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.