Mainstay Capital Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.76M Buy
2025
Q1
$2.08M Sell
2024
Q4
$2.28M Buy
2024
Q3
$1.94M Buy
2024
Q2
$1.68M Buy
2024
Q1
$1.47M Sell
2023
Q4
$1.35M Buy
2023
Q3
$889K Sell
2023
Q2
$1.12M Buy