Artisan Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959M | Buy |
9,849,868
+2,575,456
| +35% | +$251M | 1.4% | 19 |
|
|
2025
Q1 | $529M | Buy |
7,274,412
+2,082,759
| +40% | +$151M | 0.85% | 31 |
|
|
2024
Q4 | $375M | Buy |
+5,191,653
| New | +$375M | 0.56% | 44 |
|
|
2024
Q3 | – | Sell |
-502,582
| Closed | -$535M | – | 345 |
|
|
2024
Q2 | $535M | Buy |
502,582
+2,245
| +0.4% | +$2.39M | 0.8% | 38 |
|
|
2024
Q1 | $486M | Sell |
500,337
-64,655
| -11% | -$62.8M | 0.7% | 43 |
|
|
2023
Q4 | $443M | Buy |
564,992
+3,643
| +0.6% | +$2.85M | 0.68% | 42 |
|
|
2023
Q3 | $352M | Sell |
561,349
-12,697
| -2% | -$7.96M | 0.6% | 50 |
|
|
2023
Q2 | $369M | Sell |
574,046
-350,736
| -38% | -$225M | 0.59% | 51 |
|
|
2023
Q1 | $490M | Sell |
924,782
-43,737
| -5% | -$23.2M | 0.81% | 35 |
|
|
2022
Q4 | $407M | Buy |
968,519
+78,891
| +9% | +$33.2M | 0.72% | 39 |
|
|
2022
Q3 | $326M | Buy |
889,628
+48,114
| +6% | +$17.6M | 0.57% | 48 |
|
|
2022
Q2 | $359M | Buy |
+841,514
| New | +$359M | 0.61% | 49 |
|
|
2019
Q1 | – | Sell |
-683,441
| Closed | -$93.1M | – | 281 |
|
|
2018
Q4 | $93.1M | Sell |
683,441
-264,158
| -28% | -$36M | 0.21% | 108 |
|
|
2018
Q3 | $144M | Buy |
947,599
+93,582
| +11% | +$14.2M | 0.27% | 95 |
|
|
2018
Q2 | $148M | Buy |
854,017
+141,879
| +20% | +$24.5M | 0.3% | 92 |
|
|
2018
Q1 | $145M | Buy |
+712,138
| New | +$145M | 0.29% | 94 |
|
|
2015
Q2 | – | Sell |
-895,490
| Closed | -$62.9M | – | 386 |
|
|
2015
Q1 | $62.9M | Sell |
895,490
-638,774
| -42% | -$44.9M | 0.11% | 168 |
|
|
2014
Q4 | $122M | Sell |
1,534,264
-2,863,460
| -65% | -$227M | 0.21% | 132 |
|
|
2014
Q3 | $329M | Sell |
4,397,724
-152,078
| -3% | -$11.4M | 0.59% | 52 |
|
|
2014
Q2 | $307M | Sell |
4,549,802
-2,495,259
| -35% | -$169M | 0.53% | 59 |
|
|
2014
Q1 | $387M | Sell |
7,045,061
-8,231
| -0.1% | -$453K | 0.68% | 40 |
|
|
2013
Q4 | $384M | Buy |
7,053,292
+145,436
| +2% | +$7.92M | 0.69% | 40 |
|
|
2013
Q3 | $354M | Buy |
6,907,856
+123,580
| +2% | +$6.33M | 0.68% | 40 |
|
|
2013
Q2 | $301M | Buy |
+6,784,276
| New | +$301M | 0.65% | 43 |
|