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Thomas J. Herzfeld Advisors’s Lam Research LRCX Stock Holding History

Thomas J. Herzfeld Advisors’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
2023
Q4 		– Sell
-20
Closed -$1.25K – 255
2023
Q3 		$1.25K Sell
20
-20
-50% -$1.31K ﹤0.01% 330
2023
Q2 		$2.57K Buy
40
+10
+33% +$564 ﹤0.01% 312
2023
Q1 		$1.59K Buy
+30
New +$1.47K ﹤0.01% 305
2022
Q4 		– Sell
-40
Closed -$1K – 324
2022
Q3 		$1K Hold
40
– – ﹤0.01% 303
2022
Q2 		$2K Hold
40
– – ﹤0.01% 293
2022
Q1 		$2K Hold
40
– – ﹤0.01% 306
2021
Q4 		$3K Buy
+40
New +$2.51K ﹤0.01% 328

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Thomas J. Herzfeld Advisors's LRCX Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of Lam Research (LRCX) in Q4 2023, closing a stake of 20 shares — an estimated $1.25K sold.

Thomas J. Herzfeld Advisors first reported a position in LRCX in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining Lam Research position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 20 Lam Research shares in Q4 2023, an estimated $1.25K.
  • Thomas J. Herzfeld Advisors first reported a position in Lam Research in Q4 2021 and held it in 7 quarters.
  • Thomas J. Herzfeld Advisors's Lam Research position peaked at $3K in Q4 2021.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.