GAM
Guinness Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4M | Sell |
497,423
-10,199
| -2% | -$993K | 0.87% | 29 |
|
|
2025
Q1 | $36.9M | Buy |
507,622
+25,466
| +5% | +$1.85M | 0.7% | 35 |
|
|
2024
Q4 | $34.8M | Buy |
482,156
+442,949
| +1,130% | +$32M | 0.65% | 39 |
|
|
2024
Q3 | $32M | Sell |
39,207
-5,284
| -12% | -$4.31M | 0.61% | 41 |
|
|
2024
Q2 | $47.4M | Sell |
44,491
-3,962
| -8% | -$4.22M | 0.98% | 23 |
|
|
2024
Q1 | $47.1M | Buy |
48,453
+4,081
| +9% | +$3.96M | 0.98% | 21 |
|
|
2023
Q4 | $34.8M | Buy |
44,372
+333
| +0.8% | +$261K | 0.76% | 28 |
|
|
2023
Q3 | $27.6M | Buy |
44,039
+2,468
| +6% | +$1.55M | 0.64% | 33 |
|
|
2023
Q2 | $26.7M | Buy |
41,571
+2,753
| +7% | +$1.77M | 0.62% | 35 |
|
|
2023
Q1 | $20.6M | Buy |
38,818
+44
| +0.1% | +$23.3K | 0.52% | 48 |
|
|
2022
Q4 | $16.3M | Buy |
38,774
+425
| +1% | +$179K | 0.46% | 58 |
|
|
2022
Q3 | $14M | Sell |
38,349
-746
| -2% | -$273K | 0.48% | 59 |
|
|
2022
Q2 | $16.7M | Sell |
39,095
-3,440
| -8% | -$1.47M | 0.66% | 57 |
|
|
2022
Q1 | $22.9M | Buy |
42,535
+936
| +2% | +$503K | 0.85% | 50 |
|
|
2021
Q4 | $29.9M | Buy |
41,599
+2,035
| +5% | +$1.46M | 1.17% | 28 |
|
|
2021
Q3 | $22.5M | Buy |
39,564
+3,894
| +11% | +$2.22M | 1.07% | 42 |
|
|
2021
Q2 | $23.2M | Buy |
35,670
+590
| +2% | +$384K | 1.28% | 31 |
|
|
2021
Q1 | $20.9M | Buy |
35,080
+3,530
| +11% | +$2.1M | 1.32% | 26 |
|
|
2020
Q4 | $14.9M | Sell |
31,550
-2,810
| -8% | -$1.33M | 1.08% | 33 |
|
|
2020
Q3 | $11.4M | Hold |
34,360
| – | – | 1.19% | 30 |
|
|
2020
Q2 | $11.1M | Buy |
34,360
+2,360
| +7% | +$763K | 1.31% | 20 |
|
|
2020
Q1 | $7.68M | Hold |
32,000
| – | – | 1.11% | 32 |
|
|
2019
Q4 | $9.36M | Sell |
32,000
-9,600
| -23% | -$2.81M | 1.14% | 23 |
|
|
2019
Q3 | $9.61M | Hold |
41,600
| – | – | 1.46% | 16 |
|
|
2019
Q2 | $7.81M | Buy |
41,600
+4,130
| +11% | +$776K | 1.27% | 27 |
|
|
2019
Q1 | $6.71M | Sell |
37,470
-1,640
| -4% | -$294K | 1.14% | 31 |
|
|
2018
Q4 | $5.33M | Hold |
39,110
| – | – | 1.09% | 30 |
|
|
2018
Q3 | $5.93M | Hold |
39,110
| – | – | 1.07% | 45 |
|
|
2018
Q2 | $6.76M | Buy |
39,110
+9,040
| +30% | +$1.56M | 1.32% | 35 |
|
|
2018
Q1 | $6.11M | Buy |
+30,070
| New | +$6.11M | 1.34% | 32 |
|