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TrinityPoint Wealth’s Lam Research LRCX Stock Holding History

TrinityPoint 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
2024
Q4 		$1.14M Buy
+15,722
New +$1.19M 0.16% 145
2022
Q4 		– Sell
-62,890
Closed -$2.3M – 290
2022
Q3 		$2.3M Buy
+62,890
New +$2.8M 0.53% 49

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TrinityPoint Wealth's LRCX Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Lam Research (LRCX) in Q4 2024: 15,722 shares worth $1.14M. The stake represents 0.16% of the portfolio and ranks #145 among its holdings. This is a return to the name: TrinityPoint Wealth previously reported a position in LRCX as recently as Q3 2022.

TrinityPoint Wealth first reported a position in LRCX in Q3 2022 and has held it in 2 quarters since. The position peaked at $2.3M in Q3 2022. 1,690 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

  • TrinityPoint Wealth held 15,722 shares of Lam Research worth $1.14M as of Q4 2024.
  • Lam Research was a new TrinityPoint Wealth position in Q4 2024.
  • Lam Research made up 0.16% of TrinityPoint Wealth's portfolio in Q4 2024, its #145 holding.
  • TrinityPoint Wealth first reported a position in Lam Research in Q3 2022 and has held it in 2 quarters since.
  • TrinityPoint Wealth's Lam Research position peaked at $2.3M in Q3 2022.
  • 1,690 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.