BCM

Blume Capital Management’s Lam Research LRCX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Sell	3,300 -9	-0.3%	-$876	0.06%	94
2025 Q1	$241K	Buy	3,309 +9	+0.3%	+$654	0.05%	97
2024 Q4	$238K	Buy	3,300 +2,970	+900%	+$215K	0.05%	98
2024 Q3	$269K	Hold	330	–	–	0.06%	90
2024 Q2	$351K	Hold	330	–	–	0.08%	80
2024 Q1	$321K	Sell	330 -10	-3%	-$9.72K	0.08%	81
2023 Q4	$266K	Hold	340	–	–	0.07%	81
2023 Q3	$213K	Hold	340	–	–	0.06%	87
2023 Q2	$219K	Hold	340	–	–	0.06%	84
2023 Q1	$180K	Sell	340 -732	-68%	-$388K	0.06%	86
2022 Q4	$451K	Buy	1,072 +705	+192%	+$296K	0.15%	66
2022 Q3	$134K	Hold	367	–	–	0.05%	92
2022 Q2	$156K	Buy	367 +27	+8%	+$11.5K	0.06%	88
2022 Q1	$183K	Hold	340	–	–	0.06%	89
2021 Q4	$245K	Hold	340	–	–	0.08%	84
2021 Q3	$194K	Hold	340	–	–	0.07%	85
2021 Q2	$221K	Hold	340	–	–	0.08%	78
2021 Q1	$202K	Hold	340	–	–	0.08%	75
2020 Q4	$161K	Sell	340 -25	-7%	-$11.8K	0.07%	78
2020 Q3	$121K	Hold	365	–	–	0.06%	83
2020 Q2	$118K	Hold	365	–	–	0.07%	80
2020 Q1	$87K	Hold	365	–	–	0.06%	87
2019 Q4	$106K	Hold	365	–	–	0.05%	92
2019 Q3	$84K	Hold	365	–	–	0.04%	103
2019 Q2	$69K	Hold	365	–	–	0.03%	107
2019 Q1	$65K	Hold	365	–	–	0.03%	113
2018 Q4	$50K	Hold	365	–	–	0.03%	122
2018 Q3	$55K	Hold	365	–	–	0.03%	112
2018 Q2	$63K	Hold	365	–	–	0.03%	100
2018 Q1	$74K	Hold	365	–	–	0.04%	96
2017 Q4	$67K	Hold	365	–	–	0.03%	110
2017 Q3	$68K	Buy	+365	New	+$68K	0.04%	102