Warther Private Wealth’s Lam Research LRCX Stock Holding History

Warther 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
2023 Q4	–	Sell	-15,780	Closed	-$989K	–	54
2023 Q3	$989K	Sell	15,780 -17,290	-52%	-$1.14M	0.66%	36
2023 Q2	$2.13M	Sell	33,070 -3,350	-9%	-$189K	1.44%	23
2023 Q1	$1.93M	Sell	36,420 -39,380	-52%	-$1.93M	1.47%	22
2022 Q4	$3.19M	Buy	75,800 +750	+1%	+$31.4K	2.39%	11
2022 Q3	$2.75M	Buy	75,050 +17,050	+29%	+$759K	2.17%	12
2022 Q2	$2.29M	Buy	58,000 +42,530	+275%	+$2.02M	1.68%	12
2022 Q1	$813K	Buy	15,470 +10,110	+189%	+$589K	0.53%	54
2021 Q4	$389K	Buy	5,360 +1,300	+32%	+$81.5K	0.29%	82
2021 Q3	$232K	Buy	+4,060	New	+$247K	0.21%	105

Other funds holding LRCX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Warther Private Wealth's LRCX Position: Q4 2023 in Review

Warther Private Wealth sold out of Lam Research (LRCX) in Q4 2023, closing a stake of 15,780 shares — an estimated $989K sold.

Warther Private Wealth first reported a position in LRCX in Q3 2021 and held it in 9 quarters. The position peaked at $3.19M in Q4 2022. 1,631 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

Warther Private Wealth reported no remaining Lam Research position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 15,780 Lam Research shares in Q4 2023, an estimated $989K.
Warther Private Wealth first reported a position in Lam Research in Q3 2021 and held it in 9 quarters.
Warther Private Wealth's Lam Research position peaked at $3.19M in Q4 2022.
1,631 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.