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
2026
Q1
$12.7M Buy
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