PAM
Panagora Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81M | Buy |
832,578
+11,461
| +1% | +$1.12M | 0.37% | 64 |
|
|
2025
Q1 | $59.7M | Sell |
821,117
-1,449,860
| -64% | -$105M | 0.3% | 73 |
|
|
2024
Q4 | $164M | Buy |
2,270,977
+2,037,416
| +872% | +$147M | 0.76% | 23 |
|
|
2024
Q3 | $191M | Buy |
233,561
+57,945
| +33% | +$47.3M | 0.91% | 14 |
|
|
2024
Q2 | $187M | Buy |
175,616
+118,634
| +208% | +$126M | 0.94% | 16 |
|
|
2024
Q1 | $55.4M | Sell |
56,982
-20,376
| -26% | -$19.8M | 0.29% | 87 |
|
|
2023
Q4 | $60.6M | Buy |
77,358
+70,810
| +1,081% | +$55.5M | 0.34% | 71 |
|
|
2023
Q3 | $4.1M | Buy |
6,548
+1,135
| +21% | +$711K | 0.03% | 343 |
|
|
2023
Q2 | $3.48M | Sell |
5,413
-17,058
| -76% | -$11M | 0.02% | 401 |
|
|
2023
Q1 | $11.9M | Buy |
22,471
+17,556
| +357% | +$9.31M | 0.08% | 234 |
|
|
2022
Q4 | $2.07M | Buy |
4,915
+164
| +3% | +$68.9K | 0.01% | 622 |
|
|
2022
Q3 | $1.74M | Sell |
4,751
-72,613
| -94% | -$26.6M | 0.01% | 649 |
|
|
2022
Q2 | $33M | Sell |
77,364
-5,842
| -7% | -$2.49M | 0.22% | 115 |
|
|
2022
Q1 | $44.7M | Buy |
83,206
+62,942
| +311% | +$33.8M | 0.24% | 95 |
|
|
2021
Q4 | $14.6M | Sell |
20,264
-12,025
| -37% | -$8.65M | 0.08% | 233 |
|
|
2021
Q3 | $18.4M | Buy |
32,289
+16,041
| +99% | +$9.13M | 0.1% | 201 |
|
|
2021
Q2 | $10.6M | Buy |
16,248
+6,582
| +68% | +$4.28M | 0.06% | 285 |
|
|
2021
Q1 | $5.75M | Sell |
9,666
-767
| -7% | -$457K | 0.03% | 430 |
|
|
2020
Q4 | $4.93M | Sell |
10,433
-100,312
| -91% | -$47.4M | 0.03% | 431 |
|
|
2020
Q3 | $36.7M | Sell |
110,745
-29,825
| -21% | -$9.89M | 0.23% | 98 |
|
|
2020
Q2 | $45.5M | Sell |
140,570
-5,691
| -4% | -$1.84M | 0.29% | 85 |
|
|
2020
Q1 | $35.1M | Sell |
146,261
-32,925
| -18% | -$7.9M | 0.25% | 91 |
|
|
2019
Q4 | $52.4M | Buy |
179,186
+152,178
| +563% | +$44.5M | 0.24% | 106 |
|
|
2019
Q3 | $6.24M | Buy |
27,008
+15,446
| +134% | +$3.57M | 0.03% | 405 |
|
|
2019
Q2 | $2.17M | Sell |
11,562
-36
| -0.3% | -$6.76K | 0.01% | 783 |
|
|
2019
Q1 | $2.08M | Sell |
11,598
-4,577
| -28% | -$819K | 0.01% | 812 |
|
|
2018
Q4 | $2.2M | Sell |
16,175
-2,937
| -15% | -$400K | 0.01% | 742 |
|
|
2018
Q3 | $2.9M | Sell |
19,112
-54,712
| -74% | -$8.3M | 0.01% | 710 |
|
|
2018
Q2 | $12.8M | Sell |
73,824
-7,228
| -9% | -$1.25M | 0.05% | 300 |
|
|
2018
Q1 | $16.5M | Sell |
81,052
-173,065
| -68% | -$35.2M | 0.07% | 260 |
|
|
2017
Q4 | $46.8M | Sell |
254,117
-5,415
| -2% | -$997K | 0.18% | 131 |
|
|
2017
Q3 | $48M | Sell |
259,532
-175,600
| -40% | -$32.5M | 0.19% | 125 |
|
|
2017
Q2 | $61.5M | Sell |
435,132
-137,280
| -24% | -$19.4M | 0.25% | 102 |
|
|
2017
Q1 | $73.5M | Sell |
572,412
-87,774
| -13% | -$11.3M | 0.31% | 70 |
|
|
2016
Q4 | $69.8M | Sell |
660,186
-13,056
| -2% | -$1.38M | 0.32% | 76 |
|
|
2016
Q3 | $63.8M | Buy |
673,242
+319,142
| +90% | +$30.2M | 0.3% | 72 |
|
|
2016
Q2 | $29.8M | Buy |
354,100
+15,166
| +4% | +$1.27M | 0.15% | 146 |
|
|
2016
Q1 | $28M | Buy |
338,934
+182,531
| +117% | +$15.1M | 0.14% | 156 |
|
|
2015
Q4 | $12.4M | Sell |
156,403
-16,740
| -10% | -$1.33M | 0.06% | 304 |
|
|
2015
Q3 | $11.3M | Sell |
173,143
-91,681
| -35% | -$5.99M | 0.06% | 318 |
|
|
2015
Q2 | $21.5M | Sell |
264,824
-25,196
| -9% | -$2.05M | 0.11% | 208 |
|
|
2015
Q1 | $20.4M | Buy |
290,020
+176,635
| +156% | +$12.4M | 0.1% | 221 |
|
|
2014
Q4 | $9M | Buy |
113,385
+26,785
| +31% | +$2.13M | 0.05% | 343 |
|
|
2014
Q3 | $6.47M | Sell |
86,600
-504
| -0.6% | -$37.6K | 0.03% | 427 |
|
|
2014
Q2 | $5.89M | Buy |
87,104
+50
| +0.1% | +$3.38K | 0.03% | 473 |
|
|
2014
Q1 | $4.79M | Buy |
87,054
+1,009
| +1% | +$55.5K | 0.02% | 563 |
|
|
2013
Q4 | $4.69M | Buy |
86,045
+68,401
| +388% | +$3.72M | 0.02% | 559 |
|
|
2013
Q3 | $903K | Sell |
17,644
-317
| -2% | -$16.2K | ﹤0.01% | 1145 |
|
|
2013
Q2 | $796K | Buy |
+17,961
| New | +$796K | ﹤0.01% | 1149 |
|