Bryn Mawr Capital Management’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 | $794K | Sell |
8,161
-3,223
| -28% | -$314K | 0.04% | 225 |
|
|
2025
Q1 | $828K | Sell |
11,384
-1,963
| -15% | -$143K | 0.05% | 209 |
|
|
2024
Q4 | $964K | Sell |
13,347
-593
| -4% | -$42.8K | 0.05% | 224 |
|
|
2024
Q3 | $1.14M | Sell |
13,940
-650
| -4% | -$53K | 0.06% | 202 |
|
|
2024
Q2 | $1.55M | Sell |
14,590
-290
| -2% | -$30.9K | 0.09% | 173 |
|
|
2024
Q1 | $1.45M | Sell |
14,880
-950
| -6% | -$92.3K | 0.08% | 183 |
|
|
2023
Q4 | $1.24M | Sell |
15,830
-1,040
| -6% | -$81.5K | 0.08% | 194 |
|
|
2023
Q3 | $1.06M | Sell |
16,870
-680
| -4% | -$42.6K | 0.07% | 203 |
|
|
2023
Q2 | $1.13M | Sell |
17,550
-3,300
| -16% | -$212K | 0.11% | 156 |
|
|
2023
Q1 | $1.11M | Buy |
20,850
+4,230
| +25% | +$224K | 0.12% | 150 |
|
|
2022
Q4 | $699K | Buy |
+16,620
| New | +$699K | 0.08% | 183 |
|
|
2022
Q2 | – | Sell |
-4,360
| Closed | -$234K | – | 158 |
|
|
2022
Q1 | $234K | Buy |
+4,360
| New | +$234K | 0.07% | 148 |
|