Excalibur Management’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	$206K	Buy	+2,117	New	+$206K	0.08%	160
2024 Q3	–	Sell	-2,120	Closed	-$225K	–	170
2024 Q2	$225K	Buy	+2,120	New	+$225K	0.09%	152