Heron Bay Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.85M Buy
2025
Q1
$6.01M Sell
2024
Q4
$6.11M Buy
2024
Q3
$6.88M Sell
2024
Q2
$9.81M Sell
2024
Q1
$9.35M Sell
2023
Q4
$7.57M Sell
2023
Q3
$6.54M Sell
2023
Q2
$6.88M Buy
2023
Q1
$4.31M Buy
2022
Q4
$3.3M Buy
2022
Q3
$2.83M Sell
2022
Q2
$3.33M Sell
2022
Q1
$4.25M Buy
2021
Q4
$5.53M Sell
2021
Q3
$4.52M Buy
2021
Q2
$5.04M Sell
2021
Q1
$4.92M Sell
2020
Q4
$4.1M Buy