WR Wealth Planners’s Lam Research LRCX Stock Holding History

WR Wealth Planners’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 Q4	$9.61K	Buy	+133	New	+$10.1K	﹤0.01%	598
2024 Q3	–	Sell	-370	Closed	-$39.4K	–	1183
2024 Q2	$39.4K	Buy	370 +20	+6%	+$1.92K	0.01%	355
2024 Q1	$34K	Sell	350 -11,520	-97%	-$1.01M	0.01%	380
2023 Q4	$929K	Hold	11,870	–	–	0.35%	53
2023 Q3	$744K	Sell	11,870 -30	-0.3%	-$1.97K	0.28%	60
2023 Q2	$765K	Buy	11,900 +110	+0.9%	+$6.2K	0.3%	60
2023 Q1	$625K	Buy	+11,790	New	+$579K	0.27%	60
2022 Q3	–	Sell	-12,800	Closed	-$545K	–	541
2022 Q2	$545K	Buy	12,800 +40	+0.3%	+$1.9K	0.36%	48
2022 Q1	$686K	Buy	+12,760	New	+$743K	0.41%	45

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

WR Wealth Planners's LRCX Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Lam Research (LRCX) in Q4 2024: 133 shares worth $9.61K. The stake represents ﹤0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in LRCX as recently as Q2 2024.

WR Wealth Planners first reported a position in LRCX in Q1 2022 and has held it in 9 quarters since. The position peaked at $929K in Q4 2023. 1,691 funds tracked by Wall St. Rank hold LRCX as of Q4 2024.

WR Wealth Planners held 133 shares of Lam Research worth $9.61K as of Q4 2024.
Lam Research was a new WR Wealth Planners position in Q4 2024.
Lam Research made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #598 holding.
WR Wealth Planners first reported a position in Lam Research in Q1 2022 and has held it in 9 quarters since.
WR Wealth Planners's Lam Research position peaked at $929K in Q4 2023.
1,691 funds tracked by Wall St. Rank held Lam Research as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.