HM Payson & Co’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $84.4M | Buy |
1,160,402
+14,125
| +1% | +$1.03M | 1.48% | 22 |
|
|
2024
Q4 | $82.8M | Buy |
1,146,277
+38,997
| +4% | +$2.82M | 1.4% | 21 |
|
|
2024
Q3 | $90.4M | Buy |
1,107,280
+73,390
| +7% | +$5.99M | 1.55% | 17 |
|
|
2024
Q2 | $110M | Sell |
1,033,890
-42,560
| -4% | -$4.53M | 2% | 7 |
|
|
2024
Q1 | $105M | Sell |
1,076,450
-149,860
| -12% | -$14.6M | 1.94% | 11 |
|
|
2023
Q4 | $96.1M | Sell |
1,226,310
-27,650
| -2% | -$2.17M | 1.99% | 12 |
|
|
2023
Q3 | $78.6M | Sell |
1,253,960
-71,170
| -5% | -$4.46M | 1.84% | 15 |
|
|
2023
Q2 | $85.2M | Sell |
1,325,130
-24,190
| -2% | -$1.56M | 1.91% | 10 |
|
|
2023
Q1 | $71.5M | Buy |
1,349,320
+21,660
| +2% | +$1.15M | 1.72% | 18 |
|
|
2022
Q4 | $55.8M | Buy |
1,327,660
+105,710
| +9% | +$4.44M | 1.39% | 25 |
|
|
2022
Q3 | $44.7M | Buy |
1,221,950
+44,200
| +4% | +$1.62M | 1.23% | 29 |
|
|
2022
Q2 | $50.2M | Buy |
1,177,750
+176,550
| +18% | +$7.52M | 1.29% | 26 |
|
|
2022
Q1 | $53.8M | Buy |
1,001,200
+36,380
| +4% | +$1.96M | 1.22% | 29 |
|
|
2021
Q4 | $69.4M | Sell |
964,820
-54,920
| -5% | -$3.95M | 1.51% | 22 |
|
|
2021
Q3 | $58M | Buy |
1,019,740
+50,880
| +5% | +$2.9M | 1.41% | 23 |
|
|
2021
Q2 | $63M | Buy |
968,860
+86,400
| +10% | +$5.62M | 1.54% | 20 |
|
|
2021
Q1 | $52.5M | Sell |
882,460
-13,760
| -2% | -$819K | 1.4% | 24 |
|
|
2020
Q4 | $42.3M | Buy |
896,220
+32,450
| +4% | +$1.53M | 1.17% | 30 |
|
|
2020
Q3 | $28.7M | Buy |
863,770
+139,050
| +19% | +$4.61M | 0.88% | 36 |
|
|
2020
Q2 | $23.4M | Buy |
724,720
+92,120
| +15% | +$2.98M | 0.79% | 39 |
|
|
2020
Q1 | $15.2M | Buy |
632,600
+630,060
| +24,806% | +$15.1M | 0.6% | 51 |
|
|
2019
Q4 | $74K | Sell |
2,540
-500
| -16% | -$14.6K | ﹤0.01% | 517 |
|
|
2019
Q3 | $70K | Buy |
3,040
+1,150
| +61% | +$26.5K | ﹤0.01% | 538 |
|
|
2019
Q2 | $36K | Buy |
+1,890
| New | +$36K | ﹤0.01% | 653 |
|