DM
Delphi Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
16,662
-6
| -0% | -$584 | 1.57% | 7 |
|
|
2025
Q1 | $1.21M | Buy |
16,668
+418
| +3% | +$30.4K | 1.24% | 54 |
|
|
2024
Q4 | $1.17M | Buy |
16,250
+14,786
| +1,010% | +$1.07M | 1.13% | 64 |
|
|
2024
Q3 | $1.2M | Sell |
1,464
-227
| -13% | -$185K | 1.09% | 65 |
|
|
2024
Q2 | $1.8M | Sell |
1,691
-5
| -0.3% | -$5.33K | 1.47% | 21 |
|
|
2024
Q1 | $1.65M | Sell |
1,696
-289
| -15% | -$281K | 1.28% | 47 |
|
|
2023
Q4 | $1.56M | Sell |
1,985
-29
| -1% | -$22.7K | 1.43% | 24 |
|
|
2023
Q3 | $1.26M | Sell |
2,014
-103
| -5% | -$64.5K | 1.29% | 40 |
|
|
2023
Q2 | $1.36M | Buy |
+2,117
| New | +$1.36M | 1.41% | 22 |
|
|
2022
Q4 | $1.19M | Buy |
+2,820
| New | +$1.19M | 1.43% | 33 |
|
|
2021
Q4 | $1.43M | Buy |
1,990
+200
| +11% | +$144K | 1.35% | 28 |
|
|
2021
Q3 | $1.02M | Buy |
1,790
+48
| +3% | +$27.3K | 1.05% | 55 |
|
|
2021
Q2 | $1.13M | Sell |
1,742
-446
| -20% | -$290K | 1.08% | 48 |
|
|
2021
Q1 | $1.3M | Buy |
+2,188
| New | +$1.3M | 1.38% | 24 |
|
|
2019
Q3 | $1.46M | Sell |
6,324
-2,517
| -28% | -$582K | 1.42% | 13 |
|
|
2019
Q2 | $1.66M | Sell |
8,841
-42
| -0.5% | -$7.89K | 1.49% | 11 |
|
|
2019
Q1 | $1.59M | Sell |
8,883
-2,376
| -21% | -$425K | 1.47% | 20 |
|
|
2018
Q4 | $1.53M | Sell |
11,259
-675
| -6% | -$91.9K | 1.39% | 42 |
|
|
2018
Q3 | $1.81M | Sell |
11,934
-240
| -2% | -$36.4K | 1.16% | 49 |
|
|
2018
Q2 | $2.32M | Sell |
12,174
-412
| -3% | -$78.5K | 1.43% | 19 |
|
|
2018
Q1 | $2.56M | Sell |
12,586
-1,401
| -10% | -$285K | 1.56% | 6 |
|
|
2017
Q4 | $2.58M | Sell |
13,987
-2,448
| -15% | -$451K | 1.47% | 27 |
|
|
2017
Q3 | $3.04M | Sell |
16,435
-1,816
| -10% | -$336K | 1.7% | 4 |
|
|
2017
Q2 | $2.58M | Sell |
18,251
-4,547
| -20% | -$643K | 1.43% | 13 |
|
|
2017
Q1 | $2.93M | Sell |
22,798
-692
| -3% | -$88.8K | 1.67% | 2 |
|
|
2016
Q4 | $2.48M | Sell |
23,490
-3,122
| -12% | -$330K | 1.45% | 13 |
|
|
2016
Q3 | $2.52M | Sell |
26,612
-5,325
| -17% | -$504K | 1.57% | 5 |
|
|
2016
Q2 | $2.69M | Sell |
31,937
-1,513
| -5% | -$127K | 1.72% | 2 |
|
|
2016
Q1 | $2.76M | Buy |
33,450
+374
| +1% | +$30.9K | 1.66% | 3 |
|
|
2015
Q4 | $2.63M | Sell |
33,076
-110,041
| -77% | -$8.74M | 1.69% | 3 |
|
|
2015
Q3 | $9.35M | Sell |
143,117
-4,035
| -3% | -$264K | 1.47% | 15 |
|
|
2015
Q2 | $12M | Buy |
147,152
+21,985
| +18% | +$1.79M | 1.61% | 6 |
|
|
2015
Q1 | $8.79M | Buy |
125,167
+15,197
| +14% | +$1.07M | 1.17% | 46 |
|
|
2014
Q4 | $8.73M | Sell |
109,970
-32,256
| -23% | -$2.56M | 1.22% | 44 |
|
|
2014
Q3 | $10.6M | Sell |
142,226
-14,769
| -9% | -$1.1M | 1.51% | 4 |
|
|
2014
Q2 | $10.6M | Sell |
156,995
-85,402
| -35% | -$5.77M | 1.55% | 4 |
|
|
2014
Q1 | $13.3M | Buy |
242,397
+21,002
| +9% | +$1.16M | 1.44% | 16 |
|
|
2013
Q4 | $12.1M | Sell |
221,395
-8,275
| -4% | -$451K | 1.32% | 31 |
|
|
2013
Q3 | $11.8M | Buy |
229,670
+150,309
| +189% | +$7.7M | 1.33% | 25 |
|
|
2013
Q2 | $3.52M | Buy |
+79,361
| New | +$3.52M | 0.42% | 79 |
|