Jacobsen 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	$262K	Buy	+2,693	New	+$262K	0.1%	94
2024 Q4	–	Sell	-2,490	Closed	-$203K	–	98
2024 Q3	$203K	Buy	2,490 +100	+4%	+$8.16K	0.09%	101
2024 Q2	$254K	Buy	2,390 +10	+0.4%	+$1.07K	0.11%	74
2024 Q1	$231K	Buy	+2,380	New	+$231K	0.11%	79