Mill Capital 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 | $3.41M | Hold |
35,000
| – | – | 0.27% | 47 |
|
|
2025
Q1 | $2.54M | Sell |
35,000
-5,000
| -13% | -$364K | 0.2% | 51 |
|
|
2024
Q4 | $2.89M | Hold |
40,000
| – | – | 0.23% | 47 |
|
|
2024
Q3 | $3.26M | Hold |
40,000
| – | – | 0.26% | 46 |
|
|
2024
Q2 | $4.26M | Hold |
40,000
| – | – | 0.35% | 41 |
|
|
2024
Q1 | $3.89M | Sell |
40,000
-450
| -1% | -$43.7K | 0.32% | 44 |
|
|
2023
Q4 | $3.17M | Hold |
40,450
| – | – | 0.28% | 44 |
|
|
2023
Q3 | $2.54M | Sell |
40,450
-150
| -0.4% | -$9.4K | 0.25% | 51 |
|
|
2023
Q2 | $2.61M | Buy |
40,600
+550
| +1% | +$35.4K | 0.25% | 50 |
|
|
2023
Q1 | $2.12M | Buy |
40,050
+50
| +0.1% | +$2.65K | 0.22% | 58 |
|
|
2022
Q4 | $1.68M | Hold |
40,000
| – | – | 0.18% | 61 |
|
|
2022
Q3 | $1.46M | Sell |
40,000
-3,750
| -9% | -$137K | 0.17% | 63 |
|
|
2022
Q2 | $1.86M | Sell |
43,750
-850
| -2% | -$36.2K | 0.21% | 54 |
|
|
2022
Q1 | $2.4M | Buy |
44,600
+32,750
| +276% | +$1.76M | 0.23% | 52 |
|
|
2021
Q4 | $852K | Buy |
+11,850
| New | +$852K | 0.09% | 74 |
|