Homestead Advisers’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
$111M Buy
1,135,700
+3,900
+0.3% +$380K 2.62% 10
2025
Q1
$82.3M Hold
1,131,800
2.01% 19
2024
Q4
$81.7M Buy
1,131,800
+42,800
+4% +$3.09M 1.97% 20
2024
Q3
$88.9M Sell
1,089,000
-1,000
-0.1% -$81.6K 2.11% 17
2024
Q2
$116M Sell
1,090,000
-18,000
-2% -$1.92M 2.86% 9
2024
Q1
$108M Sell
1,108,000
-2,000
-0.2% -$194K 2.52% 12
2023
Q4
$86.9M Buy
1,110,000
+67,000
+6% +$5.25M 2.22% 18
2023
Q3
$65.4M Buy
1,043,000
+15,000
+1% +$940K 1.82% 27
2023
Q2
$66.1M Buy
1,028,000
+170,000
+20% +$10.9M 1.75% 29
2023
Q1
$45.5M Buy
858,000
+417,000
+95% +$22.1M 1.27% 35
2022
Q4
$18.5M Buy
+441,000
New +$18.5M 0.49% 47