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Lam Research Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Lam Research Corporation (LRCX) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Lam Research Corporation

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All positions including Lam Research Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $498k 512 971.62
2023-09-30 $323k 515 626.78
2023-06-30 $345k 536 642.87
2023-03-31 $284k 536 530.12
2022-12-31 $228k 543 420.30
2022-09-30 $201k 549 366.12
2022-06-30 $235k 551 426.50
2022-03-31 $291k 541 537.89
2021-12-31 $385k 536 718.28
2021-09-30 $304k 534 569.29
2021-06-30 $804k 1.2k 650.49
2021-03-31 $747k 1.3k 594.75
2020-12-31 $586k 1.2k 472.20
2020-09-30 $409k 1.2k 331.44
2020-06-30 $407k 1.3k 323.27
2020-03-31 $297k 1.2k 240.68
2019-12-31 $360k 1.2k 291.73
2019-09-30 $286k 1.2k 231.77
2019-06-30 $260k 1.4k 188.00
2019-03-31 $1.7M 9.3k 178.96
2018-12-31 $1.2M 9.0k 136.20
2018-09-30 $1.2M 7.7k 151.64
2018-06-30 $1.2M 6.9k 172.79
2018-03-31 $1.3M 6.4k 203.24
2017-12-31 $1.1M 5.8k 184.00
2017-09-30 $1.0M 5.6k 185.03
2017-06-30 $765k 5.4k 141.48
2017-03-31 $854k 6.7k 128.40
2016-12-31 $653k 6.2k 105.66

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Apple (AAPL)
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Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Lam Research Corporation

Vanguard Group
Jpmorgan Chase & Co
Fisher Investments
T. Rowe Price Associates
Henderson Group
Norges Bank Investment Management
Goldman Sachs Group
Citadel Advisors
Bank of New York Mellon
Legal & General Group
Amundi
Massachusetts Financial Services
Bank of America Corporation
Van Eck Associates Corp.
Franklin Resources

View all funds holding Lam Research Corporation