Applied Finance Capital Management’s Lam Research LRCX Stock Holding History

Applied Finance Capital Management’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 Q2	$1.96M	Sell
2025 Q1	$1.51M	Buy
2024 Q4	$1.3M	Buy
2024 Q3	$1.27M	Sell
2024 Q2	$1.88M	Buy