MCM
Mainstay Capital Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
59,216
+30,632
| +107% | +$2.98M | 0.28% | 26 |
|
|
2025
Q1 | $2.08M | Sell |
28,584
-2,963
| -9% | -$215K | 0.28% | 29 |
|
|
2024
Q4 | $2.28M | Buy |
31,547
+29,169
| +1,227% | +$2.11M | 0.35% | 24 |
|
|
2024
Q3 | $1.94M | Buy |
2,378
+800
| +51% | +$653K | 0.32% | 29 |
|
|
2024
Q2 | $1.68M | Buy |
1,578
+66
| +4% | +$70.3K | 0.3% | 28 |
|
|
2024
Q1 | $1.47M | Sell |
1,512
-208
| -12% | -$202K | 0.28% | 35 |
|
|
2023
Q4 | $1.35M | Buy |
1,720
+301
| +21% | +$236K | 0.26% | 36 |
|
|
2023
Q3 | $889K | Sell |
1,419
-328
| -19% | -$206K | 0.19% | 46 |
|
|
2023
Q2 | $1.12M | Buy |
+1,747
| New | +$1.12M | 0.2% | 45 |
|