Davis Selected Advisers’s Lam Research LRCX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.2M	Hold
2025 Q1	$893K	Hold
2024 Q4	$887K	Hold
2024 Q3	$1M	Hold
2024 Q2	$1.31M	Hold
2024 Q1	$1.19M	Hold
2023 Q4	$962K	Hold
2023 Q3	$770K	Hold
2023 Q2	$789K	Hold
2023 Q1	$651K	Hold
2022 Q4	$516K	Hold
2022 Q3	$449K	Hold
2022 Q2	$523K	Hold
2022 Q1	$660K	Hold
2021 Q4	$883K	Sell
2021 Q3	$1.4M	Hold
2021 Q2	$1.6M	Hold
2021 Q1	$1.46M	Hold
2020 Q4	$1.16M	Hold
2020 Q3	$814K	Hold
2020 Q2	$794K	Hold
2020 Q1	$589K	Sell
2019 Q4	$1.02M	Hold
2019 Q3	$805K	Hold
2019 Q2	$655K	Hold
2019 Q1	$624K	Hold
2018 Q4	$475K	Hold
2018 Q3	$529K	Hold
2018 Q2	$602K	Hold
2018 Q1	$708K	Hold
2017 Q4	$641K	Hold
2017 Q3	$645K	Hold
2017 Q2	$493K	Sell
2017 Q1	$559K	Hold
2016 Q4	$460K	Hold
2016 Q3	$412K	Hold
2016 Q2	$366K	Buy
2016 Q1	$225K	Buy