Fieldview Capital 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	–	Sell	-3,898	Closed	-$283K	–	445
2025 Q1	$283K	Sell	3,898 -14,795	-79%	-$1.08M	0.04%	349
2024 Q4	$1.35M	Buy	+18,693	New	+$1.35M	0.21%	148