Carderock 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 | $11.5M | Buy |
118,243
+9,340
| +9% | +$909K | 2.95% | 4 |
|
|
2025
Q1 | $7.92M | Buy |
108,903
+2,247
| +2% | +$163K | 2.1% | 23 |
|
|
2024
Q4 | $7.7M | Sell |
106,656
-5,264
| -5% | -$380K | 1.93% | 26 |
|
|
2024
Q3 | $9.13M | Buy |
111,920
+3,620
| +3% | +$295K | 2.16% | 19 |
|
|
2024
Q2 | $11.5M | Buy |
108,300
+3,470
| +3% | +$370K | 3.02% | 5 |
|
|
2024
Q1 | $10.2M | Sell |
104,830
-26,650
| -20% | -$2.59M | 2.85% | 5 |
|
|
2023
Q4 | $10.3M | Buy |
131,480
+9,190
| +8% | +$720K | 2.84% | 7 |
|
|
2023
Q3 | $7.66M | Sell |
122,290
-2,560
| -2% | -$160K | 2.57% | 9 |
|
|
2023
Q2 | $8.03M | Buy |
124,850
+4,760
| +4% | +$306K | 2.49% | 10 |
|
|
2023
Q1 | $6.37M | Buy |
120,090
+61,400
| +105% | +$3.25M | 2.22% | 13 |
|
|
2022
Q4 | $2.47M | Buy |
58,690
+22,540
| +62% | +$947K | 1.02% | 46 |
|
|
2022
Q3 | $1.32M | Sell |
36,150
-31,730
| -47% | -$1.16M | 0.68% | 48 |
|
|
2022
Q2 | $2.89M | Sell |
67,880
-33,470
| -33% | -$1.43M | 1.21% | 40 |
|
|
2022
Q1 | $5.45M | Buy |
101,350
+56,390
| +125% | +$3.03M | 1.76% | 23 |
|
|
2021
Q4 | $3.23M | Buy |
44,960
+10,270
| +30% | +$738K | 0.78% | 46 |
|
|
2021
Q3 | $1.97M | Buy |
34,690
+9,040
| +35% | +$514K | 0.56% | 54 |
|
|
2021
Q2 | $1.67M | Buy |
+25,650
| New | +$1.67M | 0.46% | 62 |
|