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AGF Management’s Lam Research LRCX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.35M Sell
65,185
-1,156,055
-95% -$113M 0.03% 250
2025
Q1
$88.8M Sell
1,221,240
-535,435
-30% -$38.9M 0.47% 68
2024
Q4
$127M Buy
1,756,675
+1,566,403
+823% +$113M 0.63% 46
2024
Q3
$155M Buy
190,272
+87,584
+85% +$71.5M 0.79% 29
2024
Q2
$109M Sell
102,688
-120,356
-54% -$128M 0.61% 52
2024
Q1
$217M Sell
223,044
-18,430
-8% -$17.9M 1.2% 14
2023
Q4
$189M Sell
241,474
-4,308
-2% -$3.37M 1.11% 17
2023
Q3
$154M Buy
245,782
+85,560
+53% +$53.6M 1.09% 17
2023
Q2
$103M Sell
160,222
-14,717
-8% -$9.46M 0.75% 44
2023
Q1
$92.7M Sell
174,939
-68,784
-28% -$36.5M 0.64% 47
2022
Q4
$102M Buy
+243,723
New +$102M 0.74% 35