Marco Investment Management’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 | $5.87M | Hold |
60,270
| – | – | 0.49% | 50 |
|
|
2025
Q1 | $4.38M | Sell |
60,270
-40,000
| -40% | -$2.91M | 0.41% | 58 |
|
|
2024
Q4 | $7.24M | Sell |
100,270
-150
| -0.1% | -$10.8K | 0.63% | 44 |
|
|
2024
Q3 | $8.2M | Sell |
100,420
-80
| -0.1% | -$6.53K | 0.71% | 42 |
|
|
2024
Q2 | $10.7M | Hold |
100,500
| – | – | 0.99% | 34 |
|
|
2024
Q1 | $9.76M | Sell |
100,500
-59,970
| -37% | -$5.83M | 0.92% | 37 |
|
|
2023
Q4 | $12.6M | Buy |
160,470
+20
| +0% | +$1.57K | 1.29% | 28 |
|
|
2023
Q3 | $10.1M | Hold |
160,450
| – | – | 1.16% | 30 |
|
|
2023
Q2 | $10.3M | Buy |
160,450
+60
| +0% | +$3.86K | 1.11% | 31 |
|
|
2023
Q1 | $8.5M | Hold |
160,390
| – | – | 0.96% | 33 |
|
|
2022
Q4 | $6.74M | Hold |
160,390
| – | – | 0.79% | 42 |
|
|
2022
Q3 | $5.87M | Hold |
160,390
| – | – | 0.74% | 45 |
|
|
2022
Q2 | $6.84M | Buy |
160,390
+60,000
| +60% | +$2.56M | 0.8% | 43 |
|
|
2022
Q1 | $5.4M | Buy |
100,390
+40,000
| +66% | +$2.15M | 0.55% | 56 |
|
|
2021
Q4 | $4.34M | Buy |
60,390
+120
| +0.2% | +$8.63K | 0.43% | 63 |
|
|
2021
Q3 | $3.43M | Buy |
+60,270
| New | +$3.43M | 0.38% | 69 |
|
|
2014
Q1 | – | Sell |
-50,000
| Closed | -$272 | – | 178 |
|
|
2013
Q4 | $272 | Hold |
50,000
| – | – | 0.01% | 152 |
|
|
2013
Q3 | $256K | Hold |
50,000
| – | – | 0.06% | 152 |
|
|
2013
Q2 | $222K | Buy |
+50,000
| New | +$222K | 0.06% | 132 |
|