WESPAC Advisors’s Lam Research LRCX Stock Holding History

WESPAC Advisors’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 Q3	–	Sell	-7,470	Closed	-$795K	–	158
2024 Q2	$795K	Sell	7,470 -2,310	-24%	-$222K	0.62%	55
2024 Q1	$950K	Buy	+9,780	New	+$860K	0.55%	59
2022 Q2	–	Sell	-7,390	Closed	-$397K	–	111
2022 Q1	$397K	Sell	7,390 -2,510	-25%	-$146K	0.43%	77
2021 Q4	$712K	Sell	9,900 -400	-4%	-$25.1K	0.48%	82
2021 Q3	$586K	Buy	+10,300	New	+$627K	0.36%	96
2021 Q2	–	Sell	-6,440	Closed	-$383K	–	132
2021 Q1	$383K	Sell	6,440 -240	-4%	-$13.1K	0.29%	99
2020 Q4	$315K	Buy	+6,680	New	+$281K	0.24%	104
2020 Q3	–	Sell	-6,380	Closed	-$206K	–	101
2020 Q2	$206K	Buy	+6,380	New	+$174K	0.23%	98
2020 Q1	–	Sell	-26,870	Closed	-$786K	–	75
2019 Q4	$786K	Buy	26,870 +9,140	+52%	+$243K	0.77%	50
2019 Q3	$410K	Buy	+17,730	New	+$372K	0.41%	69
2018 Q1	–	Sell	-26,650	Closed	-$491K	–	159
2017 Q4	$491K	Sell	26,650 -16,980	-39%	-$334K	0.46%	69
2017 Q3	$807K	Buy	+43,630	New	+$708K	0.53%	57

Other funds holding LRCX

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WESPAC Advisors's LRCX Position: Q3 2024 in Review

WESPAC Advisors sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 7,470 shares — an estimated $795K sold.

WESPAC Advisors first reported a position in LRCX in Q3 2017 and held it in 12 quarters. The position peaked at $950K in Q1 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

WESPAC Advisors reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
WESPAC Advisors sold 7,470 Lam Research shares in Q3 2024, an estimated $795K.
WESPAC Advisors first reported a position in Lam Research in Q3 2017 and held it in 12 quarters.
WESPAC Advisors's Lam Research position peaked at $950K in Q1 2024.
1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on WESPAC Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.