Mitchell 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	$511K	Hold	2,393	–	–	0.09%	92
2025 Q4	$410K	Hold	2,393	–	–	0.07%	90
2025 Q3	$320K	Buy	+2,393	New	+$253K	0.05%	105
2024 Q2	–	Sell	-5,360	Closed	-$521K	–	124
2024 Q1	$521K	Buy	5,360 +520	+11%	+$45.7K	0.1%	96
2023 Q4	$379K	Hold	4,840	–	–	0.08%	103
2023 Q3	$303K	Hold	4,840	–	–	0.07%	105
2023 Q2	$311K	Hold	4,840	–	–	0.07%	109
2023 Q1	$257K	Hold	4,840	–	–	0.06%	118
2022 Q4	$203K	Sell	4,840 -36,130	-88%	-$1.51M	0.06%	123
2022 Q3	$1.5M	Buy	40,970 +870	+2%	+$38.7K	0.43%	78
2022 Q2	$1.71M	Buy	40,100 +2,020	+5%	+$96.2K	0.48%	70
2022 Q1	$2.05M	Buy	38,080 +1,310	+4%	+$76.3K	0.46%	71
2021 Q4	$2.64M	Buy	36,770 +830	+2%	+$52K	0.54%	61
2021 Q3	$2.05M	Buy	35,940 +1,150	+3%	+$70K	0.46%	73
2021 Q2	$2.26M	Buy	34,790 +2,850	+9%	+$180K	0.5%	72
2021 Q1	$1.9M	Buy	31,940 +3,360	+12%	+$183K	0.46%	79
2020 Q4	$1.35M	Buy	28,580 +2,100	+8%	+$88.3K	0.34%	87
2020 Q3	$878K	Buy	26,480 +740	+3%	+$25.5K	0.25%	97
2020 Q2	$833K	Buy	25,740 +590	+2%	+$16.1K	0.27%	97
2020 Q1	$604K	Buy	+25,150	New	+$724K	0.24%	102