Blue Whale 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 | $183M | Buy |
1,879,528
+35,493
| +2% | +$3.45M | 11.98% | 2 |
|
|
2025
Q1 | $134M | Sell |
1,844,035
-216,910
| -11% | -$15.8M | 10.85% | 2 |
|
|
2024
Q4 | $149M | Buy |
2,060,945
+1,075,355
| +109% | +$77.7M | 11.06% | 2 |
|
|
2024
Q3 | $80.4M | Buy |
985,590
+262,090
| +36% | +$21.4M | 6.26% | 5 |
|
|
2024
Q2 | $77M | Sell |
723,500
-419,500
| -37% | -$44.7M | 7.35% | 5 |
|
|
2024
Q1 | $111M | Buy |
1,143,000
+187,500
| +20% | +$18.2M | 11.72% | 2 |
|
|
2023
Q4 | $74.8M | Sell |
955,500
-167,500
| -15% | -$13.1M | 9.6% | 4 |
|
|
2023
Q3 | $70.4M | Buy |
1,123,000
+8,000
| +0.7% | +$501K | 11.34% | 3 |
|
|
2023
Q2 | $71.7M | Buy |
1,115,000
+5,000
| +0.5% | +$321K | 11% | 3 |
|
|
2023
Q1 | $58.8M | Sell |
1,110,000
-55,000
| -5% | -$2.92M | 9.73% | 3 |
|
|
2022
Q4 | $49M | Buy |
1,165,000
+77,000
| +7% | +$3.24M | 8.35% | 4 |
|
|
2022
Q3 | $39.8M | Sell |
1,088,000
-80,000
| -7% | -$2.93M | 7.12% | 8 |
|
|
2022
Q2 | $49.8M | Sell |
1,168,000
-72,000
| -6% | -$3.07M | 7.32% | 5 |
|
|
2022
Q1 | $66.7M | Buy |
1,240,000
+335,000
| +37% | +$18M | 6.41% | 7 |
|
|
2021
Q4 | $65.1M | Buy |
905,000
+245,000
| +37% | +$17.6M | 5.3% | 9 |
|
|
2021
Q3 | $37.6M | Buy |
+660,000
| New | +$37.6M | 3.57% | 15 |
|