WMS Partners’s Lam Research LRCX Stock Holding History

WMS Partners’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 Q3	–	Sell	-9,260	Closed	-$595K	–	271
2023 Q2	$595K	Buy	+9,260	New	+$522K	0.05%	144

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WMS Partners's LRCX Position: Q3 2023 in Review

WMS Partners sold out of Lam Research (LRCX) in Q3 2023, closing a stake of 9,260 shares — an estimated $595K sold.

WMS Partners first reported a position in LRCX in Q2 2023 and held it in 1 quarter. The position peaked at $595K in Q2 2023. 1,449 funds tracked by Wall St. Rank hold LRCX as of Q3 2023.

WMS Partners reported no remaining Lam Research position as of Q3 2023 after selling out during the quarter.
WMS Partners sold 9,260 Lam Research shares in Q3 2023, an estimated $595K.
WMS Partners first reported a position in Lam Research in Q2 2023 and held it in 1 quarter.
WMS Partners's Lam Research position peaked at $595K in Q2 2023.
1,449 funds tracked by Wall St. Rank held Lam Research as of Q3 2023.

Based on WMS Partners's 13F filing for Q3 2023, filed 9 Nov 2023.