LBP AM’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
$2.26M Buy
23,237
+15,577
+203% +$1.52M 0.03% 266
2025
Q1
$557K Sell
7,660
-52,636
-87% -$3.83M 0.01% 339
2024
Q4
$4.36M Sell
60,296
-1,844
-3% -$133K 0.06% 214
2024
Q3
$902K Buy
62,140
+43,690
+237% +$634K 0.01% 306
2024
Q2
$1.96M Sell
18,450
-730
-4% -$77.7K 0.08% 164
2024
Q1
$1.86M Sell
19,180
-80,700
-81% -$7.84M 0.07% 178
2023
Q4
$7.82M Buy
99,880
+230
+0.2% +$18K 0.17% 140
2023
Q3
$6.25M Buy
99,650
+4,440
+5% +$278K 0.14% 160
2023
Q2
$6.12M Sell
95,210
-61,590
-39% -$3.96M 0.14% 139
2023
Q1
$8.31M Sell
156,800
-2,740
-2% -$145K 0.21% 103
2022
Q4
$6.71M Buy
+159,540
New +$6.71M 0.19% 116