NorthCrest Asset Manangement’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
$5.21M Sell
52,691
-234
-0.4% -$23.1K 0.14% 137
2025
Q1
$3.85M Sell
52,925
-538
-1% -$39.1K 0.12% 156
2024
Q4
$3.86M Sell
53,463
-4,777
-8% -$345K 0.12% 154
2024
Q3
$4.75M Buy
58,240
+17,010
+41% +$1.39M 0.14% 146
2024
Q2
$4.39M Buy
41,230
+9,770
+31% +$1.04M 0.15% 151
2024
Q1
$3.06M Sell
31,460
-380
-1% -$36.9K 0.1% 168
2023
Q4
$2.49M Sell
31,840
-1,860
-6% -$146K 0.09% 175
2023
Q3
$2.11M Buy
33,700
+430
+1% +$27K 0.09% 181
2023
Q2
$2.14M Sell
33,270
-1,330
-4% -$85.5K 0.08% 174
2023
Q1
$1.83M Sell
34,600
-2,430
-7% -$129K 0.08% 185
2022
Q4
$1.56M Sell
37,030
-3,380
-8% -$142K 0.09% 138
2022
Q3
$1.48M Buy
40,410
+4,580
+13% +$168K 0.08% 166
2022
Q2
$1.53M Buy
35,830
+2,690
+8% +$115K 0.08% 170
2022
Q1
$1.78M Buy
33,140
+3,320
+11% +$179K 0.08% 142
2021
Q4
$2.15M Buy
+29,820
New +$2.15M 0.12% 147