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ECM
Exchange Capital Management’s
Lam Research
LRCX
Stock Holding History
Exchange Capital Management’s Portfolio
LRCX Stock Details
LRCX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$2.68M
Sell
27,541
-955
-3%
-$75.7K
0.4%
72
2025
Q1
$2.07M
Sell
28,496
-580
-2%
-$45.7K
0.34%
87
2024
Q4
$2.1M
Sell
29,076
-54
-0.2%
-$4.1K
0.33%
90
2024
Q3
$2.38M
Sell
29,130
-1,550
-5%
-$135K
0.38%
80
2024
Q2
$3.27M
Sell
30,680
-1,310
-4%
-$126K
0.53%
59
2024
Q1
$3.11M
Sell
31,990
-130
-0.4%
-$11.4K
0.51%
61
2023
Q4
$2.52M
Sell
32,120
-830
-3%
-$56.6K
0.45%
70
2023
Q3
$2.07M
Sell
32,950
-850
-3%
-$55.8K
0.39%
77
2023
Q2
$2.17M
Buy
33,800
+3,250
+11%
+$183K
0.4%
76
2023
Q1
$1.62M
Sell
30,550
-60
-0.2%
-$2.94K
0.33%
87
2022
Q4
$1.29M
Buy
30,610
+20
+0.1%
+$837
0.28%
97
2022
Q3
$1.12M
Sell
30,590
-300
-1%
-$13.4K
0.26%
96
2022
Q2
$1.32M
Buy
30,890
+5,360
+21%
+$255K
0.29%
93
2022
Q1
$1.37M
Sell
25,530
-180
-0.7%
-$10.5K
0.26%
94
2021
Q4
$1.85M
Buy
25,710
+630
+3%
+$39.5K
0.34%
88
2021
Q3
$1.43M
Buy
25,080
+2,410
+11%
+$147K
0.28%
92
2021
Q2
$1.48M
Sell
22,670
-220
-1%
-$13.9K
0.28%
92
2021
Q1
$1.36M
Sell
22,890
-100
-0.4%
-$5.45K
0.28%
90
2020
Q4
$1.09M
Buy
+22,990
New
+$967K
0.24%
101
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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