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Wetzel Investment Advisors’s Lam Research LRCX Stock Holding History

Wetzel Investment 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
-180
Closed -$17.5K – 565
2024
Q2 		$17.5K Hold
180
– – 0.01% 367
2024
Q1 		$16K Hold
180
– – 0.01% 420
2023
Q4 		$14K Buy
+180
New +$12.3K 0.01% 442

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wetzel Investment Advisors's LRCX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 180 shares — an estimated $17.5K sold.

Wetzel Investment Advisors first reported a position in LRCX in Q4 2023 and held it in 3 quarters. The position peaked at $17.5K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 180 Lam Research shares in Q3 2024, an estimated $17.5K.
  • Wetzel Investment Advisors first reported a position in Lam Research in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Lam Research position peaked at $17.5K in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.