Johnson Investment Counsel’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
$1.87M Sell
19,212
-242
-1% -$23.6K 0.02% 310
2025
Q1
$1.41M Buy
+19,454
New +$1.41M 0.01% 343
2024
Q4
Sell
-22,370
Closed -$1.83M 826
2024
Q3
$1.83M Sell
22,370
-1,930
-8% -$157K 0.02% 305
2024
Q2
$2.59M Buy
24,300
+10,300
+74% +$1.1M 0.03% 229
2024
Q1
$1.36M Sell
14,000
-1,060
-7% -$103K 0.01% 333
2023
Q4
$1.18M Sell
15,060
-730
-5% -$57.2K 0.01% 346
2023
Q3
$990K Buy
15,790
+980
+7% +$61.4K 0.01% 352
2023
Q2
$952K Sell
14,810
-600
-4% -$38.6K 0.01% 357
2023
Q1
$817K Buy
15,410
+610
+4% +$32.3K 0.01% 381
2022
Q4
$622K Sell
14,800
-20
-0.1% -$841 0.01% 418
2022
Q3
$542K Sell
14,820
-110
-0.7% -$4.02K 0.01% 421
2022
Q2
$636K Buy
14,930
+320
+2% +$13.6K 0.01% 398
2022
Q1
$788K Hold
14,610
0.01% 390
2021
Q4
$1.05M Hold
14,610
0.01% 344
2021
Q3
$834K Buy
14,610
+80
+0.6% +$4.57K 0.01% 371
2021
Q2
$948K Sell
14,530
-3,000
-17% -$196K 0.01% 336
2021
Q1
$1.05M Sell
17,530
-1,790
-9% -$107K 0.02% 307
2020
Q4
$915K Hold
19,320
0.02% 315
2020
Q3
$644K Sell
19,320
-1,240
-6% -$41.3K 0.01% 351
2020
Q2
$668K Sell
20,560
-400
-2% -$13K 0.01% 348
2020
Q1
$506K Sell
20,960
-60
-0.3% -$1.45K 0.01% 362
2019
Q4
$617K Buy
21,020
+2,780
+15% +$81.6K 0.01% 386
2019
Q3
$424K Sell
18,240
-300
-2% -$6.97K 0.01% 439
2019
Q2
$348K Buy
18,540
+300
+2% +$5.63K 0.01% 480
2019
Q1
$326K Sell
18,240
-3,580
-16% -$64K 0.01% 483
2018
Q4
$297K Buy
21,820
+2,950
+16% +$40.2K 0.01% 482
2018
Q3
$286K Buy
18,870
+1,700
+10% +$25.8K 0.01% 531
2018
Q2
$296K Buy
17,170
+850
+5% +$14.7K 0.01% 522
2018
Q1
$331K Buy
16,320
+1,670
+11% +$33.9K 0.01% 508
2017
Q4
$269K Sell
14,650
-310
-2% -$5.69K 0.01% 540
2017
Q3
$276K Buy
14,960
+240
+2% +$4.43K 0.01% 527
2017
Q2
$208K Buy
+14,720
New +$208K 0.01% 578
2014
Q1
Sell
-64,000
Closed -$348K 516
2013
Q4
$348K Hold
64,000
0.01% 365
2013
Q3
$327K Sell
64,000
-2,600
-4% -$13.3K 0.01% 360
2013
Q2
$295K Buy
+66,600
New +$295K 0.01% 393