Montag & Associates’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 | $4.96M | Buy |
50,801
+9,968
| +24% | +$972K | 0.24% | 95 |
|
|
2025
Q1 | $2.98M | Buy |
40,833
+23,035
| +129% | +$1.68M | 0.15% | 137 |
|
|
2024
Q4 | $1.29M | Buy |
17,798
+288
| +2% | +$20.9K | 0.06% | 220 |
|
|
2024
Q3 | $1.43M | Buy |
17,510
+1,380
| +9% | +$113K | 0.07% | 209 |
|
|
2024
Q2 | $1.72M | Hold |
16,130
| – | – | 0.09% | 181 |
|
|
2024
Q1 | $1.57M | Buy |
16,130
+1,670
| +12% | +$163K | 0.08% | 202 |
|
|
2023
Q4 | $1.14M | Buy |
14,460
+810
| +6% | +$63.6K | 0.06% | 211 |
|
|
2023
Q3 | $858K | Hold |
13,650
| – | – | 0.05% | 234 |
|
|
2023
Q2 | $880K | Sell |
13,650
-20
| -0.1% | -$1.29K | 0.05% | 226 |
|
|
2023
Q1 | $727K | Hold |
13,670
| – | – | 0.05% | 247 |
|
|
2022
Q4 | $577K | Sell |
13,670
-35,210
| -72% | -$1.49M | 0.04% | 247 |
|
|
2022
Q3 | $1.8M | Sell |
48,880
-17,680
| -27% | -$650K | 0.12% | 147 |
|
|
2022
Q2 | $2.85M | Buy |
66,560
+5,910
| +10% | +$253K | 0.18% | 122 |
|
|
2022
Q1 | $3.26M | Sell |
60,650
-2,200
| -4% | -$118K | 0.17% | 137 |
|
|
2021
Q4 | $4.52M | Buy |
62,850
+22,970
| +58% | +$1.65M | 0.22% | 113 |
|
|
2021
Q3 | $2.27M | Buy |
39,880
+5,800
| +17% | +$330K | 0.12% | 157 |
|
|
2021
Q2 | $2.22M | Buy |
34,080
+2,790
| +9% | +$182K | 0.12% | 160 |
|
|
2021
Q1 | $1.86M | Buy |
+31,290
| New | +$1.86M | 0.1% | 169 |
|
|
2017
Q1 | – | Sell |
-22,350
| Closed | -$236K | – | 242 |
|
|
2016
Q4 | $236K | Sell |
22,350
-13,500
| -38% | -$143K | 0.03% | 223 |
|
|
2016
Q3 | $340K | Sell |
35,850
-306,490
| -90% | -$2.91M | 0.04% | 204 |
|
|
2016
Q2 | $2.88M | Sell |
342,340
-28,160
| -8% | -$237K | 0.38% | 83 |
|
|
2016
Q1 | $3.06M | Buy |
+370,500
| New | +$3.06M | 0.43% | 75 |
|