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Walled Lake Planning & Wealth Management’s Lam Research LRCX Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-120
Closed -$7K – 227
2021
Q3 		$7K Hold
120
– – ﹤0.01% 275
2021
Q2 		$8K Hold
120
– – 0.01% 260
2021
Q1 		$7K Hold
120
– – ﹤0.01% 255
2020
Q4 		$6K Hold
120
– – ﹤0.01% 238
2020
Q3 		$4K Hold
120
– – ﹤0.01% 266
2020
Q2 		$4K Buy
+120
New +$3.27K ﹤0.01% 256

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Walled Lake Planning & Wealth Management's LRCX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Lam Research (LRCX) in Q4 2021, closing a stake of 120 shares — an estimated $7K sold.

Walled Lake Planning & Wealth Management first reported a position in LRCX in Q2 2020 and held it in 6 quarters. The position peaked at $8K in Q2 2021. 1,460 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Lam Research position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 120 Lam Research shares in Q4 2021, an estimated $7K.
  • Walled Lake Planning & Wealth Management first reported a position in Lam Research in Q2 2020 and held it in 6 quarters.
  • Walled Lake Planning & Wealth Management's Lam Research position peaked at $8K in Q2 2021.
  • 1,460 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.