Indie Asset Partners’s Lam Research LRCX Stock Holding History

Indie Asset Partners’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,262	Closed	-$237K	–	93
2025 Q1	$237K	Sell	3,262 -250	-7%	-$19.7K	0.21%	77
2024 Q4	$254K	Buy	3,512 +2	+0.1%	+$152	0.2%	90
2024 Q3	$287K	Hold	3,510	–	–	0.21%	80
2024 Q2	$374K	Sell	3,510 -280	-7%	-$26.9K	0.3%	54
2024 Q1	$368K	Buy	3,790 +30	+0.8%	+$2.64K	0.33%	48
2023 Q4	$294K	Hold	3,760	–	–	0.27%	57
2023 Q3	$235K	Buy	3,760 +10	+0.3%	+$657	0.24%	63
2023 Q2	$241K	Buy	+3,750	New	+$211K	0.26%	59
2022 Q3	–	Sell	-5,800	Closed	-$247K	–	98
2022 Q2	$247K	Hold	5,800	–	–	0.22%	82
2022 Q1	$312K	Sell	5,800 -100	-2%	-$5.82K	0.23%	79
2021 Q4	$424K	Buy	+5,900	New	+$370K	0.31%	67

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Indie Asset Partners's LRCX Position: Q2 2025 in Review

Indie Asset Partners sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 3,262 shares — an estimated $237K sold.

Indie Asset Partners first reported a position in LRCX in Q4 2021 and held it in 11 quarters. The position peaked at $424K in Q4 2021. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Indie Asset Partners reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Indie Asset Partners sold 3,262 Lam Research shares in Q2 2025, an estimated $237K.
Indie Asset Partners first reported a position in Lam Research in Q4 2021 and held it in 11 quarters.
Indie Asset Partners's Lam Research position peaked at $424K in Q4 2021.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Indie Asset Partners's 13F filing for Q2 2025, filed 12 Aug 2025.