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