TKG Advisors’s Lam Research LRCX Stock Holding History

TKG 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
2024 Q3	–	Sell	-44,660	Closed	-$4.76M	–	105
2024 Q2	$4.76M	Buy	44,660 +3,310	+8%	+$317K	2.58%	9
2024 Q1	$4.02M	Sell	41,350 -3,300	-7%	-$290K	2.24%	12
2023 Q4	$3.5M	Buy	44,650 +930	+2%	+$63.4K	2.09%	16
2023 Q3	$2.74M	Sell	43,720 -10,470	-19%	-$688K	1.83%	20
2023 Q2	$3.48M	Sell	54,190 -1,650	-3%	-$93K	2.26%	14
2023 Q1	$2.96M	Buy	+55,840	New	+$2.74M	1.84%	15

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

TKG Advisors's LRCX Position: Q3 2024 in Review

TKG Advisors sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 44,660 shares — an estimated $4.76M sold.

TKG Advisors first reported a position in LRCX in Q1 2023 and held it in 6 quarters. The position peaked at $4.76M in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

TKG Advisors reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
TKG Advisors sold 44,660 Lam Research shares in Q3 2024, an estimated $4.76M.
TKG Advisors first reported a position in Lam Research in Q1 2023 and held it in 6 quarters.
TKG Advisors's Lam Research position peaked at $4.76M in Q2 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on TKG Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.