Montrusco Bolton Investments’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
$244M Buy
2,561,424
+835,196
+48% +$79.6M 2.71% 13
2025
Q1
$122M Buy
+1,726,228
New +$122M 1.61% 23