BIM
Baldwin Investment Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.91M | Buy |
101,768
+361
| +0.4% | +$35.1K | 1.2% | 7 |
|
|
2025
Q1 | $7.37M | Sell |
101,407
-1,635
| -2% | -$119K | 0.89% | 12 |
|
|
2024
Q4 | $7.44M | Buy |
103,042
+92,793
| +905% | +$6.7M | 0.97% | 10 |
|
|
2024
Q3 | $8.36M | Buy |
10,249
+137
| +1% | +$112K | 1.05% | 9 |
|
|
2024
Q2 | $10.8M | Sell |
10,112
-18
| -0.2% | -$19.2K | 1.47% | 6 |
|
|
2024
Q1 | $9.84M | Buy |
10,130
+266
| +3% | +$258K | 1.33% | 7 |
|
|
2023
Q4 | $7.73M | Buy |
9,864
+26
| +0.3% | +$20.4K | 1.21% | 6 |
|
|
2023
Q3 | $6.17M | Sell |
9,838
-296
| -3% | -$186K | 1.03% | 7 |
|
|
2023
Q2 | $6.51M | Sell |
10,134
-250
| -2% | -$161K | 1.07% | 7 |
|
|
2023
Q1 | $5.5M | Sell |
10,384
-52
| -0.5% | -$27.6K | 0.98% | 7 |
|
|
2022
Q4 | $4.39M | Sell |
10,436
-302
| -3% | -$127K | 0.79% | 15 |
|
|
2022
Q3 | $3.93K | Buy |
10,738
+149
| +1% | +$55 | 0.8% | 14 |
|
|
2022
Q2 | $4.51K | Buy |
10,589
+51
| +0.5% | +$22 | 0.86% | 14 |
|
|
2022
Q1 | $5.67K | Buy |
10,538
+198
| +2% | +$106 | 0.86% | 10 |
|
|
2021
Q4 | $7.44K | Buy |
10,340
+88
| +0.9% | +$63 | 1.16% | 5 |
|
|
2021
Q3 | $5.84M | Sell |
10,252
-69
| -0.7% | -$39.3K | 1.02% | 5 |
|
|
2021
Q2 | $6.72M | Buy |
10,321
+115
| +1% | +$74.8K | 1.14% | 5 |
|
|
2021
Q1 | $6.08M | Sell |
10,206
-1,930
| -16% | -$1.15M | 1.11% | 5 |
|
|
2020
Q4 | $5.73M | Buy |
12,136
+434
| +4% | +$205K | 1.13% | 5 |
|
|
2020
Q3 | $3.88M | Buy |
11,702
+3,652
| +45% | +$1.21M | 0.91% | 9 |
|
|
2020
Q2 | $2.6M | Buy |
8,050
+35
| +0.4% | +$11.3K | 0.82% | 17 |
|
|
2020
Q1 | $1.92M | Sell |
8,015
-1,075
| -12% | -$258K | 0.66% | 23 |
|
|
2019
Q4 | $2.66M | Sell |
9,090
-25
| -0.3% | -$7.31K | 0.71% | 17 |
|
|
2019
Q3 | $2.11M | Sell |
9,115
-25
| -0.3% | -$5.78K | 0.61% | 21 |
|
|
2019
Q2 | $1.72M | Sell |
9,140
-150
| -2% | -$28.2K | 0.5% | 29 |
|
|
2019
Q1 | $1.66M | Sell |
9,290
-50
| -0.5% | -$8.95K | 0.5% | 30 |
|
|
2018
Q4 | $1.27M | Hold |
9,340
| – | – | 0.4% | 36 |
|
|
2018
Q3 | $1.42M | Buy |
9,340
+290
| +3% | +$44K | 0.41% | 40 |
|
|
2018
Q2 | $1.56M | Buy |
9,050
+200
| +2% | +$34.6K | 0.49% | 28 |
|
|
2018
Q1 | $1.8M | Sell |
8,850
-325
| -4% | -$66K | 0.64% | 16 |
|
|
2017
Q4 | $1.69M | Hold |
9,175
| – | – | 0.6% | 17 |
|
|
2017
Q3 | $1.7M | Buy |
9,175
+75
| +0.8% | +$13.9K | 0.64% | 12 |
|
|
2017
Q2 | $1.29M | Sell |
9,100
-400
| -4% | -$56.6K | 0.52% | 27 |
|
|
2017
Q1 | $1.22M | Buy |
9,500
+1,675
| +21% | +$215K | 0.47% | 33 |
|
|
2016
Q4 | $827K | Buy |
7,825
+2,050
| +35% | +$217K | 0.33% | 45 |
|
|
2016
Q3 | $547K | Buy |
5,775
+100
| +2% | +$9.47K | 0.23% | 66 |
|
|
2016
Q2 | $477K | Buy |
5,675
+175
| +3% | +$14.7K | 0.2% | 74 |
|
|
2016
Q1 | $454K | Buy |
+5,500
| New | +$454K | 0.2% | 79 |
|