Alhambra Investment Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$507K	Buy	5,213 +952	+22%	+$92.7K	0.25%	94
2025 Q1	$310K	Buy	4,261 +785	+23%	+$57.1K	0.16%	126
2024 Q4	$251K	Buy	+3,476	New	+$251K	0.13%	146