BFO

Biltmore Family Office’s Lam Research LRCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Hold	4,890	–	–	0.08%	129
2025 Q1	$357K	Hold	4,890	–	–	0.06%	158
2024 Q4	$354K	Buy	4,890 +4,401	+900%	+$319K	0.06%	158
2024 Q3	$400K	Buy	489 +5	+1%	+$4.09K	0.07%	145
2024 Q2	$516K	Hold	484	–	–	0.1%	111
2024 Q1	$471K	Hold	484	–	–	0.09%	114
2023 Q4	$380K	Sell	484 -375	-44%	-$294K	0.08%	132
2023 Q3	$540K	Buy	859 +34	+4%	+$21.4K	0.12%	106
2023 Q2	$532K	Sell	825 -2	-0.2%	-$1.29K	0.11%	103
2023 Q1	$440K	Hold	827	–	–	0.09%	140
2022 Q4	$349K	Hold	827	–	–	0.07%	168
2022 Q3	$304K	Buy	827 +2	+0.2%	+$735	0.07%	141
2022 Q2	$353K	Hold	825	–	–	0.09%	131
2022 Q1	$445K	Hold	825	–	–	0.1%	120
2021 Q4	$595K	Hold	825	–	–	0.11%	111
2021 Q3	$471K	Hold	825	–	–	0.11%	107
2021 Q2	$538K	Hold	825	–	–	0.15%	95
2021 Q1	$492K	Sell	825 -825	-50%	-$492K	0.15%	91
2020 Q4	$781K	Hold	1,650	–	–	0.23%	64
2020 Q3	$550K	Hold	1,650	–	–	0.31%	76
2020 Q2	$536K	Hold	1,650	–	–	0.32%	77
2020 Q1	$398K	Hold	1,650	–	–	0.26%	93
2019 Q4	$485K	Sell	1,650 -350	-18%	-$103K	0.2%	96
2019 Q3	$465K	Buy	+2,000	New	+$465K	0.2%	98
2019 Q2	–	Sell	-1,261	Closed	-$227K	–	161
2019 Q1	$227K	Buy	+1,261	New	+$227K	0.12%	136
2018 Q4	–	Sell	-1,369	Closed	-$208K	–	147
2018 Q3	$208K	Buy	1,369 +108	+9%	+$16.4K	0.1%	143
2018 Q2	$218K	Sell	1,261 -1,450	-53%	-$251K	0.11%	140
2018 Q1	$551K	Buy	2,711 +1,400	+107%	+$285K	0.24%	94
2017 Q4	$242K	Buy	+1,311	New	+$242K	0.11%	144