WoodTrust Financial’s Lam Research LRCX Stock Holding History

WoodTrust Financial’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	-3,836	Closed	-$277K	–	173
2024 Q4	$277K	Buy	3,836 +16	+0.4%	+$1.21K	0.04%	148
2024 Q3	$312K	Sell	3,820 -200	-5%	-$17.4K	0.04%	141
2024 Q2	$428K	Hold	4,020	–	–	0.07%	120
2024 Q1	$391	Buy	4,020 +20	+0.5%	+$1.76K	0.06%	124
2023 Q4	$313K	Hold	4,000	–	–	0.05%	129
2023 Q3	$251K	Hold	4,000	–	–	0.05%	138
2023 Q2	$257K	Hold	4,000	–	–	0.05%	135
2023 Q1	$212K	Buy	+4,000	New	+$196K	0.04%	143
2022 Q2	–	Sell	-4,000	Closed	-$215K	–	152
2022 Q1	$215K	Hold	4,000	–	–	0.04%	139
2021 Q4	$288K	Hold	4,000	–	–	0.06%	117
2021 Q3	$228K	Sell	4,000 -680	-15%	-$41.4K	0.05%	119
2021 Q2	$305K	Buy	4,680 +680	+17%	+$42.9K	0.08%	101
2021 Q1	$238K	Buy	+4,000	New	+$218K	0.07%	84

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

WoodTrust Financial's LRCX Position: Q1 2025 in Review

WoodTrust Financial sold out of Lam Research (LRCX) in Q1 2025, closing a stake of 3,836 shares — an estimated $277K sold.

WoodTrust Financial first reported a position in LRCX in Q1 2021 and held it in 13 quarters. The position peaked at $428K in Q2 2024. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

WoodTrust Financial reported no remaining Lam Research position as of Q1 2025 after selling out during the quarter.
WoodTrust Financial sold 3,836 Lam Research shares in Q1 2025, an estimated $277K.
WoodTrust Financial first reported a position in Lam Research in Q1 2021 and held it in 13 quarters.
WoodTrust Financial's Lam Research position peaked at $428K in Q2 2024.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on WoodTrust Financial's 13F filing for Q1 2025, filed 23 Apr 2025.