Marsico 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
2022
Q3
Sell
2022
Q2
$2.3M Sell
2022
Q1
$74.8M Buy
2021
Q4
$79.4M Sell
2021
Q3
$65.2M Buy
2021
Q2
$62.9M Sell
2021
Q1
$72.5M Buy
2020
Q4
$57.3M Buy
2020
Q3
$40.2M Hold
2020
Q2
$39.2M Sell
2020
Q1
$35.7M Buy
2019
Q4
$8.74M Hold
2019
Q3
$6.91M Hold
2019
Q2
$5.62M Hold
2019
Q1
$5.35M Buy
2018
Q4
$3.83M Buy
2018
Q3
$3.77M Buy
2018
Q2
$4.01M Buy
2018
Q1
$3.73M Buy
2017
Q4
$2.31M Buy