Luther King Capital Management (LKCM)’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 | $9.53M | Buy |
97,890
+1,237
| +1% | +$120K | 0.04% | 175 |
|
|
2025
Q1 | $7.03M | Sell |
96,653
-7,417
| -7% | -$539K | 0.03% | 192 |
|
|
2024
Q4 | $7.52M | Sell |
104,070
-49,380
| -32% | -$3.57M | 0.03% | 190 |
|
|
2024
Q3 | $12.5M | Buy |
153,450
+23,260
| +18% | +$1.9M | 0.05% | 146 |
|
|
2024
Q2 | $13.9M | Sell |
130,190
-12,010
| -8% | -$1.28M | 0.06% | 138 |
|
|
2024
Q1 | $13.8M | Buy |
142,200
+38,420
| +37% | +$3.73M | 0.06% | 138 |
|
|
2023
Q4 | $8.13M | Sell |
103,780
-3,680
| -3% | -$288K | 0.04% | 165 |
|
|
2023
Q3 | $6.74M | Buy |
107,460
+470
| +0.4% | +$29.5K | 0.04% | 170 |
|
|
2023
Q2 | $6.88M | Buy |
106,990
+1,320
| +1% | +$84.9K | 0.03% | 172 |
|
|
2023
Q1 | $5.6M | Buy |
105,670
+3,200
| +3% | +$170K | 0.03% | 180 |
|
|
2022
Q4 | $4.31M | Buy |
102,470
+4,860
| +5% | +$204K | 0.02% | 202 |
|
|
2022
Q3 | $3.57M | Buy |
97,610
+3,750
| +4% | +$137K | 0.02% | 220 |
|
|
2022
Q2 | $4M | Buy |
93,860
+43,690
| +87% | +$1.86M | 0.02% | 204 |
|
|
2022
Q1 | $2.7M | Buy |
50,170
+11,850
| +31% | +$637K | 0.01% | 272 |
|
|
2021
Q4 | $2.76M | Buy |
38,320
+1,180
| +3% | +$84.9K | 0.01% | 277 |
|
|
2021
Q3 | $2.11M | Sell |
37,140
-160
| -0.4% | -$9.11K | 0.01% | 298 |
|
|
2021
Q2 | $2.43M | Buy |
37,300
+5,040
| +16% | +$328K | 0.01% | 300 |
|
|
2021
Q1 | $1.92M | Buy |
32,260
+690
| +2% | +$41.1K | 0.01% | 307 |
|
|
2020
Q4 | $1.49M | Buy |
31,570
+13,750
| +77% | +$649K | 0.01% | 315 |
|
|
2020
Q3 | $591K | Buy |
17,820
+11,030
| +162% | +$366K | ﹤0.01% | 390 |
|
|
2020
Q2 | $220K | Buy |
+6,790
| New | +$220K | ﹤0.01% | 484 |
|
|
2020
Q1 | – | Sell |
-6,930
| Closed | -$203K | – | 535 |
|
|
2019
Q4 | $203K | Buy |
+6,930
| New | +$203K | ﹤0.01% | 539 |
|