Distillate Capital Partners’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 | $19.6M | Sell |
201,166
-93,971
| -32% | -$9.15M | 1.05% | 30 |
|
|
2025
Q1 | $21.5M | Buy |
+295,137
| New | +$21.5M | 1.1% | 25 |
|
|
2023
Q2 | – | Sell |
-270
| Closed | -$14.3K | – | 34 |
|
|
2023
Q1 | $14.3K | Buy |
270
+20
| +8% | +$1.06K | 3.67% | 2 |
|
|
2022
Q4 | $10.5K | Sell |
250
-173,630
| -100% | -$7.3M | 0.97% | 62 |
|
|
2022
Q3 | $6.64M | Buy |
173,880
+23,680
| +16% | +$904K | 0.89% | 49 |
|
|
2022
Q2 | $6.4M | Buy |
150,200
+50,160
| +50% | +$2.14M | 0.91% | 38 |
|
|
2022
Q1 | $5.38M | Buy |
100,040
+4,370
| +5% | +$235K | 0.76% | 72 |
|
|
2021
Q4 | $6.88M | Buy |
+95,670
| New | +$6.88M | 1.15% | 20 |
|
|
2021
Q3 | – | Sell |
-51,610
| Closed | -$3.36M | – | 126 |
|
|
2021
Q2 | $3.36M | Sell |
51,610
-4,110
| -7% | -$267K | 0.93% | 37 |
|
|
2021
Q1 | $3.32M | Buy |
55,720
+4,300
| +8% | +$256K | 1.07% | 23 |
|
|
2020
Q4 | $2.49M | Buy |
+51,420
| New | +$2.49M | 1.19% | 18 |
|