Mill 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
2025
Q3
$4.69M Hold
2025
Q2
$3.41M Hold
2025
Q1
$2.54M Sell
2024
Q4
$2.89M Hold
2024
Q3
$3.26M Hold
2024
Q2
$4.26M Hold
2024
Q1
$3.89M Sell
2023
Q4
$3.17M Hold
2023
Q3
$2.54M Sell
2023
Q2
$2.61M Buy
2023
Q1
$2.12M Buy
2022
Q4
$1.68M Hold
2022
Q3
$1.46M Sell
2022
Q2
$1.86M Sell
2022
Q1
$2.4M Buy
2021
Q4
$852K Buy