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Transatlantique Private Wealth’s Lam Research LRCX Stock Holding History

Transatlantique Private Wealth’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
2025
Q2 		– Sell
-6,444
Closed -$468K – 223
2025
Q1 		$468K Sell
6,444
-470
-7% -$37K 0.19% 152
2024
Q4 		$499K Sell
6,914
-126
-2% -$9.56K 0.19% 146
2024
Q3 		$575K Buy
7,040
+260
+4% +$22.6K 0.22% 138
2024
Q2 		$699K Sell
6,780
-10
-0.1% -$959 0.29% 106
2024
Q1 		$660K Sell
6,790
-10
-0.1% -$880 0.29% 117
2023
Q4 		$533K Buy
6,800
+1,790
+36% +$122K 0.25% 135
2023
Q3 		$314K Sell
5,010
-10
-0.2% -$657 0.17% 168
2023
Q2 		$323K Buy
+5,020
New +$283K 0.17% 170

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Transatlantique Private Wealth's LRCX Position: Q2 2025 in Review

Transatlantique Private Wealth sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 6,444 shares — an estimated $468K sold.

Transatlantique Private Wealth first reported a position in LRCX in Q2 2023 and held it in 8 quarters. The position peaked at $699K in Q2 2024. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

  • Transatlantique Private Wealth reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
  • Transatlantique Private Wealth sold 6,444 Lam Research shares in Q2 2025, an estimated $468K.
  • Transatlantique Private Wealth first reported a position in Lam Research in Q2 2023 and held it in 8 quarters.
  • Transatlantique Private Wealth's Lam Research position peaked at $699K in Q2 2024.
  • 1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Transatlantique Private Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.