Howard 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
$3.39M Buy
34,720
+3,434
+11% +$335K 0.05% 117
2025
Q1
$2.27M Sell
31,286
-4,817
-13% -$350K 0.06% 130
2024
Q4
$2.61M Buy
+36,103
New +$2.61M 0.04% 128
2020
Q1
Sell
-84,260
Closed -$427K 37
2019
Q4
$427K Buy
84,260
+56,190
+200% +$285K 0.15% 31
2019
Q3
$649K Buy
28,070
+20
+0.1% +$462 0.27% 15
2019
Q2
$591K Sell
28,050
-2,240
-7% -$47.2K 0.26% 16
2019
Q1
$578K Buy
+30,290
New +$578K 0.29% 20