Badgley Phelps Wealth Managers’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
$21.2M Sell
217,038
-4,388
-2% -$428K 0.47% 57
2025
Q1
$16.1M Sell
221,426
-13,577
-6% -$990K 0.39% 72
2024
Q4
$17M Sell
235,003
-22,867
-9% -$1.66M 0.4% 68
2024
Q3
$21.1M Sell
257,870
-77,490
-23% -$6.34M 0.49% 61
2024
Q2
$35.8M Sell
335,360
-2,640
-0.8% -$282K 0.89% 30
2024
Q1
$32.9M Buy
338,000
+4,030
+1% +$392K 0.82% 32
2023
Q4
$26.2M Buy
333,970
+24,130
+8% +$1.89M 0.71% 45
2023
Q3
$19.4M Buy
309,840
+6,800
+2% +$426K 0.66% 51
2023
Q2
$19.5M Buy
303,040
+4,520
+2% +$291K 0.64% 51
2023
Q1
$15.8M Buy
298,520
+3,770
+1% +$200K 0.58% 60
2022
Q4
$12.4M Sell
294,750
-184,620
-39% -$7.76M 0.5% 71
2022
Q3
$17.5M Buy
479,370
+4,700
+1% +$172K 0.75% 42
2022
Q2
$20.2M Sell
474,670
-8,530
-2% -$364K 0.83% 38
2022
Q1
$26M Sell
483,200
-6,150
-1% -$331K 0.9% 30
2021
Q4
$35.2M Buy
489,350
+12,940
+3% +$931K 1.14% 25
2021
Q3
$27.1M Buy
+476,410
New +$27.1M 0.98% 32