Artisan Partners’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07B | Sell |
5,029,666
-2,921,363
| -37% | -$653M | 1.75% | 14 |
|
|
2025
Q4 | $1.36B | Sell |
7,951,029
-2,679,237
| -25% | -$417M | 2.08% | 10 |
|
|
2025
Q3 | $1.42B | Buy |
10,630,266
+780,398
| +8% | +$82.6M | 2.05% | 11 |
|
|
2025
Q2 | $959M | Buy |
9,849,868
+2,575,456
| +35% | +$204M | 1.43% | 19 |
|
|
2025
Q1 | $529M | Buy |
7,274,412
+2,082,759
| +40% | +$164M | 0.86% | 31 |
|
|
2024
Q4 | $375M | Buy |
+5,191,653
| New | +$394M | 0.58% | 44 |
|
|
2024
Q3 | – | Sell |
-5,025,820
| Closed | -$535M | – | 360 |
|
|
2024
Q2 | $535M | Buy |
5,025,820
+22,450
| +0.4% | +$2.15M | 0.81% | 38 |
|
|
2024
Q1 | $486M | Sell |
5,003,370
-646,550
| -11% | -$56.9M | 0.71% | 43 |
|
|
2023
Q4 | $443M | Buy |
5,649,920
+36,430
| +0.6% | +$2.48M | 0.69% | 42 |
|
|
2023
Q3 | $352M | Sell |
5,613,490
-126,970
| -2% | -$8.34M | 0.6% | 50 |
|
|
2023
Q2 | $369M | Sell |
5,740,460
-3,507,360
| -38% | -$198M | 0.59% | 51 |
|
|
2023
Q1 | $490M | Sell |
9,247,820
-437,370
| -5% | -$21.5M | 0.81% | 35 |
|
|
2022
Q4 | $407M | Buy |
9,685,190
+788,910
| +9% | +$33M | 0.72% | 39 |
|
|
2022
Q3 | $326M | Buy |
8,896,280
+481,140
| +6% | +$21.4M | 0.58% | 48 |
|
|
2022
Q2 | $359M | Buy |
+8,415,140
| New | +$401M | 0.61% | 49 |
|
|
2019
Q1 | – | Sell |
-6,834,410
| Closed | -$93.1M | – | 286 |
|
|
2018
Q4 | $93.1M | Sell |
6,834,410
-2,641,580
| -28% | -$37.9M | 0.21% | 108 |
|
|
2018
Q3 | $144M | Buy |
9,475,990
+935,820
| +11% | +$16M | 0.27% | 95 |
|
|
2018
Q2 | $148M | Buy |
8,540,170
+1,418,790
| +20% | +$27.3M | 0.3% | 92 |
|
|
2018
Q1 | $145M | Buy |
+7,121,380
| New | +$141M | 0.29% | 94 |
|
|
2015
Q2 | – | Sell |
-8,954,900
| Closed | -$62.9M | – | 386 |
|
|
2015
Q1 | $62.9M | Sell |
8,954,900
-6,387,740
| -42% | -$50.5M | 0.11% | 168 |
|
|
2014
Q4 | $122M | Sell |
15,342,640
-28,634,600
| -65% | -$222M | 0.21% | 132 |
|
|
2014
Q3 | $329M | Sell |
43,977,240
-1,520,780
| -3% | -$10.8M | 0.59% | 52 |
|
|
2014
Q2 | $307M | Sell |
45,498,020
-24,952,590
| -35% | -$149M | 0.53% | 59 |
|
|
2014
Q1 | $387M | Sell |
70,450,610
-82,310
| -0.1% | -$437K | 0.68% | 40 |
|
|
2013
Q4 | $384M | Buy |
70,532,920
+1,454,360
| +2% | +$7.65M | 0.69% | 40 |
|
|
2013
Q3 | $354M | Buy |
69,078,560
+1,235,800
| +2% | +$6.04M | 0.68% | 40 |
|
|
2013
Q2 | $301M | Buy |
+67,842,760
| New | +$307M | 0.65% | 43 |
|
Other funds holding LRCX
VCM
VPM
