Wingate Wealth Advisors’s Lam Research LRCX Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-210	Closed	-$15.2K	–	278
2024 Q4	$15.2K	Buy	+210	New	+$15.9K	0.01%	312

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wingate Wealth Advisors's LRCX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 210 shares — an estimated $15.2K sold.

Wingate Wealth Advisors first reported a position in LRCX in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Wingate Wealth Advisors reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 210 Lam Research shares in Q1 2025, an estimated $15.2K.
Wingate Wealth Advisors first reported a position in Lam Research in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Lam Research position peaked at $15.2K in Q4 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.