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Willingdon Wealth Management’s Lam Research LRCX Stock Holding History

Willingdon 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
2020
Q1 		– Sell
-210
Closed -$6K – 353
2019
Q4 		$6K Hold
210
– – ﹤0.01% 271
2019
Q3 		$5K Buy
+210
New +$4.41K ﹤0.01% 276
2019
Q1 		– Hold
0
– – – 223
2018
Q4 		– Hold
0
– – – 253
2018
Q3 		– Hold
0
– – – 249
2018
Q2 		– Hold
0
– – – 270
2018
Q1 		– Hold
0
– – – 267
2017
Q4 		– Hold
0
– – – 256
2017
Q3 		– Hold
0
– – – 234

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Willingdon Wealth Management's LRCX Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Lam Research (LRCX) in Q1 2020, closing a stake of 210 shares — an estimated $6K sold.

Willingdon Wealth Management first reported a position in LRCX in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 978 funds tracked by Wall St. Rank hold LRCX as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Lam Research position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 210 Lam Research shares in Q1 2020, an estimated $6K.
  • Willingdon Wealth Management first reported a position in Lam Research in Q3 2019 and held it in 2 quarters.
  • Willingdon Wealth Management's Lam Research position peaked at $6K in Q4 2019.
  • 978 funds tracked by Wall St. Rank held Lam Research as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.