JGCM
Joseph Group Capital Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.71M | Buy |
58,636
+1,119
| +2% | +$109K | 1.92% | 13 |
|
|
2025
Q1 | $4.18M | Buy |
57,517
+6,981
| +14% | +$508K | 1.6% | 21 |
|
|
2024
Q4 | $3.65M | Buy |
50,536
+46,221
| +1,071% | +$3.34M | 1.44% | 23 |
|
|
2024
Q3 | $3.52M | Buy |
4,315
+1,051
| +32% | +$858K | 1.35% | 22 |
|
|
2024
Q2 | $3.48M | Buy |
3,264
+245
| +8% | +$261K | 1.8% | 10 |
|
|
2024
Q1 | $2.93M | Buy |
3,019
+35
| +1% | +$34K | 1.47% | 14 |
|
|
2023
Q4 | $2.34M | Buy |
2,984
+95
| +3% | +$74.4K | 1.36% | 13 |
|
|
2023
Q3 | $1.81M | Sell |
2,889
-146
| -5% | -$91.5K | 1.3% | 21 |
|
|
2023
Q2 | $1.95M | Sell |
3,035
-587
| -16% | -$377K | 1.64% | 12 |
|
|
2023
Q1 | $1.92M | Buy |
3,622
+237
| +7% | +$126K | 1.68% | 8 |
|
|
2022
Q4 | $1.42M | Sell |
3,385
-41
| -1% | -$17.2K | 1.35% | 18 |
|
|
2022
Q3 | $1.25M | Buy |
3,426
+287
| +9% | +$105K | 1.37% | 26 |
|
|
2022
Q2 | $1.34M | Buy |
3,139
+628
| +25% | +$268K | 1.34% | 21 |
|
|
2022
Q1 | $1.35M | Buy |
2,511
+141
| +6% | +$75.8K | 1.36% | 24 |
|
|
2021
Q4 | $1.7M | Buy |
+2,370
| New | +$1.7M | 1.64% | 13 |
|