Callahan Advisors’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
$277K Buy
+2,850
New +$277K 0.02% 143
2024
Q4
Sell
-2,730
Closed -$222K 169
2024
Q3
$222K Buy
2,730
+10
+0.4% +$815 0.02% 136
2024
Q2
$290K Buy
2,720
+100
+4% +$10.7K 0.03% 127
2024
Q1
$255K Hold
2,620
0.03% 128
2023
Q4
$205K Buy
+2,620
New +$205K 0.02% 137
2022
Q1
Sell
-3,070
Closed -$221K 150
2021
Q4
$221K Buy
+3,070
New +$221K 0.02% 144