Eldred Rock 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 | $15.8M | Sell |
161,946
-8,623
| -5% | -$839K | 4.79% | 5 |
|
|
2025
Q1 | $12.4M | Buy |
170,569
+15,976
| +10% | +$1.16M | 3.78% | 8 |
|
|
2024
Q4 | $11.2M | Buy |
154,593
+893
| +0.6% | +$64.5K | 3.83% | 11 |
|
|
2024
Q3 | $12.6M | Buy |
153,700
+6,300
| +4% | +$516K | 4.2% | 5 |
|
|
2024
Q2 | $15.7M | Sell |
147,400
-22,310
| -13% | -$2.38M | 6.56% | 1 |
|
|
2024
Q1 | $16.5M | Buy |
169,710
+1,740
| +1% | +$169K | 8.99% | 1 |
|
|
2023
Q4 | $13.2M | Buy |
+167,970
| New | +$13.2M | 8.38% | 1 |
|