Nissay Asset Management’s Lam Research LRCX Stock Holding History

Nissay Asset Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45.2M	Buy	464,152 +23,483	+5%	+$2.29M	0.26%	63
2025 Q1	$32M	Buy	440,669 +19,802	+5%	+$1.44M	0.21%	78
2024 Q4	$30.9M	Sell	420,867 -59,203	-12%	-$4.35M	0.19%	78
2024 Q3	$39.2M	Sell	480,070 -323,470	-40%	-$26.4M	0.25%	62
2024 Q2	$85.6M	Buy	803,540 +465,130	+137%	+$49.5M	0.57%	31
2024 Q1	$32.9M	Buy	338,410 +72,510	+27%	+$7.04M	0.23%	68
2023 Q4	$20.8M	Sell	265,900 -5,400	-2%	-$423K	0.17%	86
2023 Q3	$17M	Buy	271,300 +51,700	+24%	+$3.24M	0.15%	91
2023 Q2	$14.1M	Sell	219,600 -48,530	-18%	-$3.12M	0.12%	109
2023 Q1	$14.2M	Buy	268,130 +29,900	+13%	+$1.59M	0.13%	109
2022 Q4	$10M	Sell	238,230 -3,910	-2%	-$164K	0.1%	140
2022 Q3	$8.86M	Buy	242,140 +4,080	+2%	+$149K	0.09%	133
2022 Q2	$10.1M	Sell	238,060 -43,570	-15%	-$1.86M	0.1%	119
2022 Q1	$15.1M	Buy	281,630 +109,320	+63%	+$5.88M	0.13%	102
2021 Q4	$12.4M	Sell	172,310 -2,870	-2%	-$206K	0.09%	131
2021 Q3	$9.97M	Buy	175,180 +4,110	+2%	+$234K	0.08%	140
2021 Q2	$11.1M	Sell	171,070 -1,840	-1%	-$120K	0.1%	132
2021 Q1	$10.3M	Sell	172,910 -4,890	-3%	-$291K	0.1%	129
2020 Q4	$8.4M	Sell	177,800 -5,700	-3%	-$269K	0.13%	140
2020 Q3	$6.09M	Sell	183,500 -24,790	-12%	-$822K	0.1%	162
2020 Q2	$6.74M	Sell	208,290 -220	-0.1%	-$7.12K	0.13%	161
2020 Q1	$5M	Buy	208,510 +2,970	+1%	+$71.3K	0.13%	171
2019 Q4	$6.01M	Sell	205,540 -28,300	-12%	-$827K	0.13%	177
2019 Q3	$5.4M	Buy	233,840 +5,670	+2%	+$131K	0.13%	183
2019 Q2	$4.29M	Sell	228,170 -65,230	-22%	-$1.23M	0.11%	213
2019 Q1	$5.25M	Sell	293,400 -54,860	-16%	-$982K	0.14%	174
2018 Q4	$4.74M	Sell	348,260 -56,920	-14%	-$775K	0.14%	178
2018 Q3	$6.15M	Sell	405,180 -148,170	-27%	-$2.25M	0.17%	150
2018 Q2	$9.57M	Buy	553,350 +97,990	+22%	+$1.69M	0.28%	83
2018 Q1	$9.25M	Buy	455,360 +47,740	+12%	+$970K	0.29%	82
2017 Q4	$7.5M	Buy	+407,620	New	+$7.5M	0.23%	112