TrueWealth LLC’s Lam Research LRCX Stock Holding History

TrueWealth LLC’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
2020 Q2	$27K	Buy	840 +10	+1%	+$273	0.01%	346
2020 Q1	$20K	Hold	830	–	–	0.01%	355
2019 Q4	$24K	Buy	830 +10	+1%	+$266	0.01%	354
2019 Q3	$19K	Hold	820	–	–	0.01%	379
2019 Q2	$15K	Hold	820	–	–	0.01%	411
2019 Q1	$15K	Hold	820	–	–	0.01%	403
2018 Q4	$11K	Hold	820	–	–	0.01%	431
2018 Q3	$12K	Hold	820	–	–	0.01%	456
2018 Q2	$14K	Hold	820	–	–	0.01%	433
2018 Q1	$17K	Hold	820	–	–	0.01%	381
2017 Q4	$15K	Buy	+820	New	+$16.1K	0.01%	443

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

TrueWealth LLC's LRCX Position: Q2 2020 in Review

TrueWealth LLC increased its Lam Research (LRCX) stake by 1.2% in Q2 2020, buying an estimated $273 and bringing the position to 840 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #346.

TrueWealth LLC first reported a position in LRCX in Q4 2017 and has held it in 11 quarters since. 1,058 funds tracked by Wall St. Rank hold LRCX as of Q2 2020.

TrueWealth LLC held 840 shares of Lam Research worth $27K as of Q2 2020.
TrueWealth LLC bought 10 Lam Research shares in Q2 2020, an estimated $273.
Lam Research made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #346 holding.
TrueWealth LLC first reported a position in Lam Research in Q4 2017 and has held it in 11 quarters since.
1,058 funds tracked by Wall St. Rank held Lam Research as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.