Ellsworth Advisors’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
$2.39M Buy
24,540
+2,460
+11% +$239K 0.58% 59
2025
Q1
$1.61M Buy
22,080
+1,834
+9% +$133K 0.42% 76
2024
Q4
$1.46M Buy
+20,246
New +$1.46M 0.38% 75