Blue Whale Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183M | Buy |
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|
2025
Q1 | $134M | Sell |
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|
2024
Q4 | $149M | Buy |
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|
2024
Q3 | $80.4M | Buy |
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|
2024
Q2 | $77M | Sell |
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|
2024
Q1 | $111M | Buy |
|
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|
2023
Q4 | $74.8M | Sell |
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|
2023
Q3 | $70.4M | Buy |
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|
2023
Q2 | $71.7M | Buy |
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|
2023
Q1 | $58.8M | Sell |
|
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|
2022
Q4 | $49M | Buy |
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|
2022
Q3 | $39.8M | Sell |
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|
2022
Q2 | $49.8M | Sell |
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|
2022
Q1 | $66.7M | Buy |
|
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|
2021
Q4 | $65.1M | Buy |
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|
2021
Q3 | $37.6M | Buy |
|