Leavell Investment Management’s Lam Research LRCX Stock Holding History

Leavell Investment Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.59M	Buy	26,534 +2,299	+9%	+$224K	0.12%	179
2025 Q1	$1.77M	Buy	24,235 +446	+2%	+$32.5K	0.09%	211
2024 Q4	$1.72M	Buy	23,789 +4,289	+22%	+$311K	0.08%	213
2024 Q3	$1.6M	Buy	19,500 +2,500	+15%	+$205K	0.08%	225
2024 Q2	$1.81M	Hold	17,000	–	–	0.1%	190
2024 Q1	$1.66M	Sell	17,000 -10	-0.1%	-$974	0.1%	198
2023 Q4	$1.34M	Hold	17,010	–	–	0.08%	215
2023 Q3	$1.07M	Sell	17,010 -2,990	-15%	-$188K	0.07%	236
2023 Q2	$1.29M	Hold	20,000	–	–	0.09%	212
2023 Q1	$1.06M	Hold	20,000	–	–	0.08%	233
2022 Q4	$844K	Sell	20,000 -350	-2%	-$14.8K	0.06%	256
2022 Q3	$748K	Hold	20,350	–	–	0.06%	264
2022 Q2	$870K	Hold	20,350	–	–	0.07%	242
2022 Q1	$1.1M	Hold	20,350	–	–	0.08%	225
2021 Q4	$1.47M	Buy	20,350 +1,350	+7%	+$97.3K	0.1%	188
2021 Q3	$1.08M	Sell	19,000 -9,750	-34%	-$556K	0.08%	212
2021 Q2	$1.72M	Hold	28,750	–	–	0.14%	152
2021 Q1	$1.72M	Sell	28,750 -14,250	-33%	-$850K	0.14%	152
2020 Q4	$2.04M	Hold	43,000	–	–	0.18%	131
2020 Q3	$1.43M	Sell	43,000 -1,000	-2%	-$33.3K	0.12%	155
2020 Q2	$1.43M	Hold	44,000	–	–	0.14%	143
2020 Q1	$1.06M	Hold	44,000	–	–	0.12%	154
2019 Q4	$1.29M	Sell	44,000 -6,250	-12%	-$184K	0.12%	159
2019 Q3	$1.17M	Sell	50,250 -8,250	-14%	-$192K	0.12%	165
2019 Q2	$1.11M	Sell	58,500 -16,500	-22%	-$312K	0.12%	175
2019 Q1	$1.35M	Sell	75,000 -12,500	-14%	-$225K	0.15%	147
2018 Q4	$1.19M	Sell	87,500 -28,500	-25%	-$388K	0.15%	151
2018 Q3	$1.76M	Buy	116,000 +5,300	+5%	+$80.4K	0.19%	129
2018 Q2	$1.91M	Buy	110,700 +12,000	+12%	+$207K	0.22%	121
2018 Q1	$2.01M	Buy	98,700 +5,200	+6%	+$106K	0.23%	120
2017 Q4	$1.72M	Buy	93,500 +3,500	+4%	+$64.4K	0.2%	130
2017 Q3	$1.67M	Hold	90,000	–	–	0.21%	132
2017 Q2	$1.27M	Hold	90,000	–	–	0.16%	146
2017 Q1	$1.16M	Buy	90,000 +5,000	+6%	+$64.2K	0.15%	147
2016 Q4	$899K	Hold	85,000	–	–	0.12%	164
2016 Q3	$805K	Hold	85,000	–	–	0.12%	177
2016 Q2	$715K	Hold	85,000	–	–	0.11%	187
2016 Q1	$702K	Hold	85,000	–	–	0.11%	190
2015 Q4	$675K	Hold	85,000	–	–	0.1%	186
2015 Q3	$555K	Hold	85,000	–	–	0.09%	205
2015 Q2	$691K	Hold	85,000	–	–	0.11%	196
2015 Q1	$597K	Hold	85,000	–	–	0.09%	214
2014 Q4	$674K	Buy	85,000 +25,000	+42%	+$198K	0.1%	200
2014 Q3	$448K	Hold	60,000	–	–	0.07%	245
2014 Q2	$405K	Hold	60,000	–	–	0.06%	258
2014 Q1	$330K	Hold	60,000	–	–	0.06%	286
2013 Q4	$327K	Hold	60,000	–	–	0.06%	290
2013 Q3	$307K	Hold	60,000	–	–	0.06%	293
2013 Q2	$266K	Buy	+60,000	New	+$266K	0.05%	309