Cullinan Associates’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 | $9.44M | Hold |
97,000
| – | – | 0.62% | 41 |
|
|
2025
Q1 | $7.05M | Hold |
97,000
| – | – | 0.5% | 50 |
|
|
2024
Q4 | $7.01M | Sell |
97,000
-873,000
| -90% | -$63.1M | 0.45% | 47 |
|
|
2024
Q3 | $7.04M | Buy |
970,000
+873,000
| +900% | +$6.34M | 0.4% | 57 |
|
|
2024
Q2 | $10.3M | Hold |
97,000
| – | – | 0.58% | 44 |
|
|
2024
Q1 | $9.42M | Hold |
97,000
| – | – | 0.53% | 48 |
|
|
2023
Q4 | $7.6M | Hold |
97,000
| – | – | 0.42% | 55 |
|
|
2023
Q3 | $6.08M | Hold |
97,000
| – | – | 0.35% | 65 |
|
|
2023
Q2 | $6.24M | Hold |
97,000
| – | – | 0.34% | 71 |
|
|
2023
Q1 | $5.14M | Hold |
97,000
| – | – | 0.3% | 86 |
|
|
2022
Q4 | $4.08M | Hold |
97,000
| – | – | 0.23% | 92 |
|
|
2022
Q3 | $3.55M | Hold |
97,000
| – | – | 0.22% | 95 |
|
|
2022
Q2 | $4.13M | Hold |
97,000
| – | – | 0.25% | 90 |
|
|
2022
Q1 | $5.22M | Hold |
97,000
| – | – | 0.27% | 88 |
|
|
2021
Q4 | $6.98M | Hold |
97,000
| – | – | 0.36% | 77 |
|
|
2021
Q3 | $5.52M | Sell |
97,000
-300
| -0.3% | -$17.1K | 0.31% | 83 |
|
|
2021
Q2 | $6.33M | Sell |
97,300
-1,000
| -1% | -$65.1K | 0.35% | 84 |
|
|
2021
Q1 | $5.85M | Buy |
98,300
+900
| +0.9% | +$53.6K | 0.34% | 83 |
|
|
2020
Q4 | $4.6M | Sell |
97,400
-2,600
| -3% | -$123K | 0.28% | 86 |
|
|
2020
Q3 | $3.32M | Hold |
100,000
| – | – | 0.21% | 98 |
|
|
2020
Q2 | $3.24M | Hold |
100,000
| – | – | 0.23% | 96 |
|
|
2020
Q1 | $2.4M | Hold |
100,000
| – | – | 0.2% | 96 |
|
|
2019
Q4 | $2.92M | Buy |
+100,000
| New | +$2.92M | 0.2% | 97 |
|