&Partners’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
$8.34M Buy
85,561
+54,437
+175% +$5.3M 0.06% 263
2025
Q1
$2.27M Buy
31,124
+6,873
+28% +$500K 0.02% 500
2024
Q4
$1.82M Buy
24,251
+8,311
+52% +$623K 0.02% 532
2024
Q3
$1.27M Buy
15,940
+4,010
+34% +$320K 0.02% 477
2024
Q2
$1.27M Buy
11,930
+4,910
+70% +$523K 0.06% 289
2024
Q1
$682K Sell
7,020
-11,140
-61% -$1.08M 0.09% 217
2023
Q4
$1.42M Buy
+18,160
New +$1.42M 0.35% 68