Birinyi Associates’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	$681K	Sell	7,000 -1,185	-14%	-$115K	0.2%	41
2025 Q1	$595K	Buy	8,185 +1,185	+17%	+$86.1K	0.19%	44
2024 Q4	$506K	Sell	7,000 -500	-7%	-$36.1K	0.14%	48
2024 Q3	$612K	Hold	7,500	–	–	0.18%	46
2024 Q2	$799K	Hold	7,500	–	–	0.24%	40
2024 Q1	$729K	Hold	7,500	–	–	0.24%	39
2023 Q4	$587K	Hold	7,500	–	–	0.21%	41
2023 Q3	$470K	Hold	7,500	–	–	0.19%	43
2023 Q2	$482K	Hold	7,500	–	–	0.18%	44
2023 Q1	$398K	Sell	7,500 -5,000	-40%	-$265K	0.16%	48
2022 Q4	$525K	Buy	12,500 +5,000	+67%	+$210K	0.25%	42
2022 Q3	$275K	Hold	7,500	–	–	0.13%	52
2022 Q2	$320K	Hold	7,500	–	–	0.14%	47
2022 Q1	$403K	Hold	7,500	–	–	0.14%	45
2021 Q4	$539K	Sell	7,500 -35,500	-83%	-$2.55M	0.17%	48
2021 Q3	$2.45M	Buy	43,000 +500	+1%	+$28.5K	0.82%	23
2021 Q2	$2.77M	Buy	42,500 +33,000	+347%	+$2.15M	0.96%	21
2021 Q1	$565K	Sell	9,500 -8,000	-46%	-$476K	0.22%	49
2020 Q4	$826K	Buy	17,500 +10,000	+133%	+$472K	0.31%	41
2020 Q3	$249K	Sell	7,500 -22,500	-75%	-$747K	0.11%	57
2020 Q2	$970K	Buy	30,000 +7,500	+33%	+$243K	0.48%	35
2020 Q1	$540K	Buy	+22,500	New	+$540K	0.29%	42
2018 Q3	–	Sell	-35,000	Closed	-$605K	–	99
2018 Q2	$605K	Buy	35,000 +25,000	+250%	+$432K	0.24%	51
2018 Q1	$203K	Buy	+10,000	New	+$203K	0.08%	94