Atalanta Sosnoff Capital’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 | $65.4M | Buy |
+672,351
| New | +$65.4M | 1.33% | 26 |
|
|
2025
Q1 | – | Sell |
-5,195
| Closed | -$375K | – | 111 |
|
|
2024
Q4 | $375K | Sell |
5,195
-70,265
| -93% | -$5.08M | 0.01% | 78 |
|
|
2024
Q3 | $6.16M | Sell |
75,460
-296,840
| -80% | -$24.2M | 0.13% | 64 |
|
|
2024
Q2 | $39.6M | Buy |
372,300
+27,340
| +8% | +$2.91M | 0.89% | 40 |
|
|
2024
Q1 | $33.5M | Sell |
344,960
-228,650
| -40% | -$22.2M | 0.77% | 45 |
|
|
2023
Q4 | $44.9M | Sell |
573,610
-9,050
| -2% | -$709K | 1.16% | 33 |
|
|
2023
Q3 | $36.5M | Sell |
582,660
-47,660
| -8% | -$2.99M | 1.08% | 37 |
|
|
2023
Q2 | $40.5M | Buy |
630,320
+20,120
| +3% | +$1.29M | 1.1% | 36 |
|
|
2023
Q1 | $32.3M | Sell |
610,200
-502,520
| -45% | -$26.6M | 0.94% | 47 |
|
|
2022
Q4 | $46.8M | Buy |
+1,112,720
| New | +$46.8M | 1.44% | 28 |
|