Capco Asset Management’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
$24.3M Sell
2025
Q1
$18.2M Sell
2024
Q4
$18.5M Sell
2024
Q3
$21.2M Sell
2024
Q2
$27.9M Buy
2024
Q1
$25.1M Sell
2023
Q4
$29.3M Sell
2023
Q3
$23.6M Buy
2023
Q2
$24.1M Sell
2023
Q1
$25.2M Sell
2022
Q4
$25.3M Buy
2022
Q3
$20.8M Buy
2022
Q2
$24.1M Buy
2022
Q1
$30M Buy
2021
Q4
$30.5M Buy
2021
Q3
$23.9M Buy
2021
Q2
$27M Buy
2021
Q1
$24.4M Buy
2020
Q4
$19.1M Sell
2020
Q3
$13.4M Buy