Osborne Partners Capital Management’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 | – | Sell |
-3,071
| Closed | -$223K | – | 210 |
|
2025
Q1 | $223K | Sell |
3,071
-930
| -23% | -$67.6K | 0.01% | 199 |
|
2024
Q4 | $289K | Buy |
4,001
+1
| +0% | +$72 | 0.02% | 192 |
|
2024
Q3 | $327K | Sell |
4,000
-550
| -12% | -$44.9K | 0.02% | 185 |
|
2024
Q2 | $485K | Hold |
4,550
| – | – | 0.03% | 163 |
|
2024
Q1 | $442K | Hold |
4,550
| – | – | 0.03% | 159 |
|
2023
Q4 | $357K | Sell |
4,550
-360
| -7% | -$28.2K | 0.02% | 171 |
|
2023
Q3 | $308K | Buy |
4,910
+360
| +8% | +$22.6K | 0.02% | 165 |
|
2023
Q2 | $293K | Hold |
4,550
| – | – | 0.02% | 173 |
|
2023
Q1 | $241K | Buy |
+4,550
| New | +$241K | 0.02% | 195 |
|
2022
Q2 | – | Sell |
-4,550
| Closed | -$245K | – | 213 |
|
2022
Q1 | $245K | Sell |
4,550
-460
| -9% | -$24.8K | 0.02% | 185 |
|
2021
Q4 | $360K | Buy |
5,010
+310
| +7% | +$22.3K | 0.03% | 172 |
|
2021
Q3 | $268K | Hold |
4,700
| – | – | 0.02% | 180 |
|
2021
Q2 | $306K | Buy |
4,700
+150
| +3% | +$9.77K | 0.03% | 180 |
|
2021
Q1 | $271K | Buy |
+4,550
| New | +$271K | 0.02% | 178 |
|