DSA

Davis Selected Advisers’s Lam Research LRCX Stock Holding History

Davis Selected Advisers’s Portfolio LRCX Stock Details LRCX Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Hold	12,280	–	–	0.01%	103
2025 Q1	$893K	Hold	12,280	–	–	0.01%	100
2024 Q4	$887K	Buy	12,280 +11,052	+900%	+$798K	0.01%	97
2024 Q3	$1M	Hold	1,228	–	–	0.01%	98
2024 Q2	$1.31M	Hold	1,228	–	–	0.01%	65
2024 Q1	$1.19M	Hold	1,228	–	–	0.01%	96
2023 Q4	$962K	Hold	1,228	–	–	0.01%	100
2023 Q3	$770K	Hold	1,228	–	–	﹤0.01%	101
2023 Q2	$789K	Hold	1,228	–	–	﹤0.01%	98
2023 Q1	$651K	Hold	1,228	–	–	﹤0.01%	98
2022 Q4	$516K	Hold	1,228	–	–	﹤0.01%	107
2022 Q3	$449K	Hold	1,228	–	–	﹤0.01%	111
2022 Q2	$523K	Hold	1,228	–	–	﹤0.01%	112
2022 Q1	$660K	Hold	1,228	–	–	﹤0.01%	118
2021 Q4	$883K	Sell	1,228 -1,227	-50%	-$882K	﹤0.01%	117
2021 Q3	$1.4M	Hold	2,455	–	–	0.01%	115
2021 Q2	$1.6M	Hold	2,455	–	–	0.01%	115
2021 Q1	$1.46M	Hold	2,455	–	–	0.01%	108
2020 Q4	$1.16M	Hold	2,455	–	–	0.01%	104
2020 Q3	$814K	Hold	2,455	–	–	﹤0.01%	107
2020 Q2	$794K	Hold	2,455	–	–	﹤0.01%	107
2020 Q1	$589K	Sell	2,455 -1,030	-30%	-$247K	﹤0.01%	114
2019 Q4	$1.02M	Hold	3,485	–	–	﹤0.01%	121
2019 Q3	$805K	Hold	3,485	–	–	﹤0.01%	123
2019 Q2	$655K	Hold	3,485	–	–	﹤0.01%	124
2019 Q1	$624K	Hold	3,485	–	–	﹤0.01%	128
2018 Q4	$475K	Hold	3,485	–	–	﹤0.01%	133
2018 Q3	$529K	Hold	3,485	–	–	﹤0.01%	137
2018 Q2	$602K	Hold	3,485	–	–	﹤0.01%	133
2018 Q1	$708K	Hold	3,485	–	–	﹤0.01%	137
2017 Q4	$641K	Hold	3,485	–	–	﹤0.01%	134
2017 Q3	$645K	Hold	3,485	–	–	﹤0.01%	135
2017 Q2	$493K	Sell	3,485 -870	-20%	-$123K	﹤0.01%	134
2017 Q1	$559K	Hold	4,355	–	–	﹤0.01%	133
2016 Q4	$460K	Hold	4,355	–	–	﹤0.01%	135
2016 Q3	$412K	Hold	4,355	–	–	﹤0.01%	127
2016 Q2	$366K	Buy	4,355 +1,625	+60%	+$137K	﹤0.01%	132
2016 Q1	$225K	Buy	+2,730	New	+$225K	﹤0.01%	159