Distillate Capital Partners’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.6M Sell
2025
Q1
$21.5M Buy
2023
Q2
Sell
2023
Q1
$14.3K Buy
2022
Q4
$10.5K Sell
2022
Q3
$6.64M Buy
2022
Q2
$6.4M Buy
2022
Q1
$5.38M Buy
2021
Q4
$6.88M Buy
2021
Q3
Sell
2021
Q2
$3.36M Sell
2021
Q1
$3.32M Buy
2020
Q4
$2.49M Buy