Marietta Investment Partners’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 | $1.1M | Hold |
11,250
| – | – | 0.24% | 83 |
|
|
2025
Q1 | $818K | Sell |
11,250
-1,180
| -9% | -$85.8K | 0.2% | 92 |
|
|
2024
Q4 | $898K | Sell |
12,430
-650
| -5% | -$47K | 0.2% | 86 |
|
|
2024
Q3 | $1.07M | Sell |
13,080
-300
| -2% | -$24.5K | 0.23% | 82 |
|
|
2024
Q2 | $1.42M | Sell |
13,380
-1,650
| -11% | -$176K | 0.31% | 67 |
|
|
2024
Q1 | $1.46M | Sell |
15,030
-600
| -4% | -$58.3K | 0.32% | 67 |
|
|
2023
Q4 | $1.22M | Sell |
15,630
-300
| -2% | -$23.5K | 0.3% | 69 |
|
|
2023
Q3 | $998K | Buy |
15,930
+100
| +0.6% | +$6.27K | 0.28% | 76 |
|
|
2023
Q2 | $1.02M | Sell |
15,830
-1,500
| -9% | -$96.4K | 0.26% | 77 |
|
|
2023
Q1 | $919K | Sell |
17,330
-200
| -1% | -$10.6K | 0.26% | 74 |
|
|
2022
Q4 | $737K | Hold |
17,530
| – | – | 0.21% | 92 |
|
|
2022
Q3 | $735K | Sell |
17,530
-10,550
| -38% | -$442K | 0.22% | 91 |
|
|
2022
Q2 | $1.2M | Sell |
28,080
-3,850
| -12% | -$164K | 0.36% | 61 |
|
|
2022
Q1 | $1.72M | Buy |
31,930
+1,900
| +6% | +$102K | 0.39% | 58 |
|
|
2021
Q4 | $2.16M | Buy |
30,030
+200
| +0.7% | +$14.4K | 0.46% | 56 |
|
|
2021
Q3 | $1.7M | Sell |
29,830
-80
| -0.3% | -$4.55K | 0.39% | 61 |
|
|
2021
Q2 | $1.95M | Sell |
29,910
-960
| -3% | -$62.5K | 0.44% | 56 |
|
|
2021
Q1 | $1.84M | Sell |
30,870
-5,070
| -14% | -$302K | 0.45% | 55 |
|
|
2020
Q4 | $1.7M | Buy |
35,940
+9,050
| +34% | +$427K | 0.43% | 55 |
|
|
2020
Q3 | $892K | Buy |
26,890
+350
| +1% | +$11.6K | 0.27% | 71 |
|
|
2020
Q2 | $858K | Sell |
26,540
-500
| -2% | -$16.2K | 0.29% | 63 |
|
|
2020
Q1 | $649K | Buy |
27,040
+800
| +3% | +$19.2K | 0.28% | 70 |
|
|
2019
Q4 | $767K | Sell |
26,240
-8,100
| -24% | -$237K | 0.25% | 76 |
|
|
2019
Q3 | $794K | Sell |
34,340
-2,000
| -6% | -$46.2K | 0.27% | 71 |
|
|
2019
Q2 | $683K | Sell |
36,340
-15,530
| -30% | -$292K | 0.22% | 81 |
|
|
2019
Q1 | $929K | Sell |
51,870
-37,880
| -42% | -$678K | 0.29% | 75 |
|
|
2018
Q4 | $1.22M | Sell |
89,750
-283,320
| -76% | -$3.86M | 0.47% | 58 |
|
|
2018
Q3 | $5.66M | Sell |
373,070
-208,700
| -36% | -$3.17M | 1.68% | 23 |
|
|
2018
Q2 | $10.1M | Sell |
581,770
-24,020
| -4% | -$415K | 3.12% | 5 |
|
|
2018
Q1 | $12.3M | Buy |
605,790
+6,100
| +1% | +$124K | 3.69% | 3 |
|
|
2017
Q4 | $11M | Sell |
599,690
-25,390
| -4% | -$467K | 3.14% | 4 |
|
|
2017
Q3 | $11.6M | Sell |
625,080
-7,300
| -1% | -$135K | 3.47% | 4 |
|
|
2017
Q2 | $8.94M | Buy |
632,380
+86,190
| +16% | +$1.22M | 2.87% | 6 |
|
|
2017
Q1 | $7.01M | Buy |
546,190
+430,180
| +371% | +$5.52M | 2.33% | 10 |
|
|
2016
Q4 | $1.23M | Buy |
116,010
+39,400
| +51% | +$417K | 0.43% | 58 |
|
|
2016
Q3 | $726K | Buy |
76,610
+46,080
| +151% | +$437K | 0.24% | 80 |
|
|
2016
Q2 | $257K | Hold |
30,530
| – | – | 0.09% | 128 |
|
|
2016
Q1 | $252K | Buy |
+30,530
| New | +$252K | 0.1% | 114 |
|