EWM
Evercore Wealth Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Hold |
5,154
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $375K | Sell |
5,154
-110
| -2% | -$8K | 0.01% | 309 |
|
|
2024
Q4 | $380K | Buy |
+5,264
| New | +$380K | 0.01% | 313 |
|
|
2024
Q3 | – | Sell |
-436
| Closed | -$464K | – | 425 |
|
|
2024
Q2 | $464K | Sell |
436
-11
| -2% | -$11.7K | 0.01% | 284 |
|
|
2024
Q1 | $434K | Buy |
447
+6
| +1% | +$5.83K | 0.01% | 297 |
|
|
2023
Q4 | $345K | Buy |
441
+8
| +2% | +$6.27K | 0.01% | 317 |
|
|
2023
Q3 | $271K | Hold |
433
| – | – | 0.01% | 338 |
|
|
2023
Q2 | $278K | Hold |
433
| – | – | 0.01% | 349 |
|
|
2023
Q1 | $230K | Buy |
+433
| New | +$230K | ﹤0.01% | 366 |
|
|
2021
Q2 | – | Sell |
-715
| Closed | -$426K | – | 432 |
|
|
2021
Q1 | $426K | Buy |
715
+1
| +0.1% | +$596 | 0.01% | 317 |
|
|
2020
Q4 | $337K | Buy |
714
+29
| +4% | +$13.7K | 0.01% | 342 |
|
|
2020
Q3 | $227K | Sell |
685
-2
| -0.3% | -$663 | 0.01% | 347 |
|
|
2020
Q2 | $222K | Buy |
+687
| New | +$222K | 0.01% | 346 |
|
|
2020
Q1 | – | Sell |
-687
| Closed | -$201K | – | 386 |
|
|
2019
Q4 | $201K | Buy |
+687
| New | +$201K | 0.01% | 393 |
|
|
2018
Q1 | – | Sell |
-603
| Closed | -$111K | – | 607 |
|
|
2017
Q4 | $111K | Hold |
603
| – | – | ﹤0.01% | 443 |
|
|
2017
Q3 | $112K | Hold |
603
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $85K | Hold |
603
| – | – | ﹤0.01% | 501 |
|
|
2017
Q1 | $77K | Sell |
603
-14
| -2% | -$1.79K | ﹤0.01% | 528 |
|
|
2016
Q4 | $65K | Buy |
617
+14
| +2% | +$1.48K | ﹤0.01% | 558 |
|
|
2016
Q3 | $57K | Buy |
603
+33
| +6% | +$3.12K | ﹤0.01% | 575 |
|
|
2016
Q2 | $48K | Hold |
570
| – | – | ﹤0.01% | 589 |
|
|
2016
Q1 | $47K | Hold |
570
| – | – | ﹤0.01% | 577 |
|
|
2015
Q4 | $45K | Hold |
570
| – | – | ﹤0.01% | 612 |
|
|
2015
Q3 | $37K | Hold |
570
| – | – | ﹤0.01% | 643 |
|
|
2015
Q2 | $46K | Hold |
570
| – | – | ﹤0.01% | 653 |
|
|
2015
Q1 | $40K | Hold |
570
| – | – | ﹤0.01% | 663 |
|
|
2014
Q4 | $46K | Hold |
570
| – | – | ﹤0.01% | 561 |
|
|
2014
Q3 | $43K | Hold |
570
| – | – | ﹤0.01% | 635 |
|
|
2014
Q2 | $38K | Hold |
570
| – | – | ﹤0.01% | 649 |
|
|
2014
Q1 | $31K | Hold |
570
| – | – | ﹤0.01% | 667 |
|
|
2013
Q4 | $31K | Sell |
570
-5,227
| -90% | -$284K | ﹤0.01% | 625 |
|
|
2013
Q3 | $297K | Sell |
5,797
-1,673
| -22% | -$85.7K | 0.02% | 348 |
|
|
2013
Q2 | $330K | Buy |
+7,470
| New | +$330K | 0.02% | 338 |
|