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Van Leeuwen & Company’s Lam Research LRCX Stock Holding History

Van Leeuwen & Company’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
Q1 		$2.26M Sell
23,260
-2,570
-10% -$226K 1.15% 30
2023
Q4 		$2.02M Buy
25,830
+130
+0.5% +$8.86K 1.18% 28
2023
Q3 		$1.61M Buy
25,700
+22,210
+636% +$1.46M 1% 37
2023
Q2 		$227K Buy
+3,490
New +$197K 0.14% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Van Leeuwen & Company's LRCX Position: Q1 2024 in Review

Van Leeuwen & Company reduced its Lam Research (LRCX) stake by 9.9% in Q1 2024, selling an estimated $226K and leaving 23,260 shares worth $2.26M. The position accounts for 1.15% of the portfolio, ranked #30.

Van Leeuwen & Company first reported a position in LRCX in Q2 2023 and has held it in 4 quarters since. 1,731 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

  • Van Leeuwen & Company held 23,260 shares of Lam Research worth $2.26M as of Q1 2024.
  • Van Leeuwen & Company sold 2,570 Lam Research shares in Q1 2024, an estimated $226K.
  • Lam Research made up 1.15% of Van Leeuwen & Company's portfolio in Q1 2024, its #30 holding.
  • Van Leeuwen & Company first reported a position in Lam Research in Q2 2023 and has held it in 4 quarters since.
  • 1,731 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.