Mirabella Financial Services’s Lam Research LRCX Stock Holding History

Mirabella Financial Services’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-81,654	Closed	-$5.95M	–	260
2025 Q1	$5.95M	Buy	+81,654	New	+$6.43M	0.12%	116
2023 Q4	–	Sell	-4,050	Closed	-$254K	–	520
2023 Q3	$254K	Sell	4,050 -65,380	-94%	-$4.3M	0.04%	302
2023 Q2	$4.46M	Buy	69,430 +59,340	+588%	+$3.34M	0.49%	63
2023 Q1	$535K	Buy	+10,090	New	+$495K	0.08%	202
2022 Q3	–	Sell	-16,790	Closed	-$716K	–	471
2022 Q2	$716K	Buy	+16,790	New	+$799K	0.07%	201
2022 Q1	–	Sell	-22,140	Closed	-$1.59M	–	625
2021 Q4	$1.59M	Buy	22,140 +16,300	+279%	+$1.02M	0.16%	128
2021 Q3	$332K	Buy	5,840 +1,700	+41%	+$103K	0.04%	299
2021 Q2	$269K	Sell	4,140 -9,490	-70%	-$599K	0.05%	228
2021 Q1	$811K	Sell	13,630 -7,120	-34%	-$388K	0.25%	97
2020 Q4	$980K	Buy	+20,750	New	+$873K	0.12%	134
2020 Q3	–	Sell	-36,430	Closed	-$1.18M	–	403
2020 Q2	$1.18M	Buy	36,430 +35,350	+3,273%	+$964K	0.28%	54
2020 Q1	$26K	Buy	+1,080	New	+$31.1K	0.02%	76

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirabella Financial Services's LRCX Position: Q2 2025 in Review

Mirabella Financial Services sold out of Lam Research (LRCX) in Q2 2025, closing a stake of 81,654 shares — an estimated $5.95M sold.

Mirabella Financial Services first reported a position in LRCX in Q1 2020 and held it in 12 quarters. The position peaked at $5.95M in Q1 2025. 1,878 funds tracked by Wall St. Rank hold LRCX as of Q2 2025.

Mirabella Financial Services reported no remaining Lam Research position as of Q2 2025 after selling out during the quarter.
Mirabella Financial Services sold 81,654 Lam Research shares in Q2 2025, an estimated $5.95M.
Mirabella Financial Services first reported a position in Lam Research in Q1 2020 and held it in 12 quarters.
Mirabella Financial Services's Lam Research position peaked at $5.95M in Q1 2025.
1,878 funds tracked by Wall St. Rank held Lam Research as of Q2 2025.

Based on Mirabella Financial Services's 13F filing for Q2 2025, filed 13 Aug 2025.