Modera Wealth 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	$15M	Sell	70,011 -7,164	-9%	-$1.6M	0.18%	95
2025 Q4	$13.2M	Sell	77,175 -2,450	-3%	-$381K	0.15%	105
2025 Q3	$10.7M	Sell	79,625 -3,737	-4%	-$396K	0.12%	122
2025 Q2	$8.11M	Sell	83,362 -696	-0.8%	-$55.2K	0.1%	141
2025 Q1	$6.11M	Sell	84,058 -3,120	-4%	-$246K	0.08%	158
2024 Q4	$6.3M	Buy	87,178 +308	+0.4%	+$23.4K	0.08%	159
2024 Q3	$7.09M	Sell	86,870 -7,440	-8%	-$647K	0.09%	136
2024 Q2	$10M	Sell	94,310 -3,480	-4%	-$334K	0.15%	114
2024 Q1	$9.5M	Sell	97,790 -12,190	-11%	-$1.07M	0.14%	119
2023 Q4	$8.61M	Sell	109,980 -18,060	-14%	-$1.23M	0.14%	120
2023 Q3	$8.03M	Sell	128,040 -20,180	-14%	-$1.33M	0.15%	115
2023 Q2	$9.53M	Buy	+148,220	New	+$8.35M	0.17%	110
2022 Q1	–	Sell	-9,810	Closed	-$706K	–	496
2021 Q4	$706K	Buy	+9,810	New	+$615K	0.03%	217