Patton Fund 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
$300K Buy
+3,083
New +$300K 0.07% 83
2024
Q3
Sell
-57,870
Closed -$6.16M 86
2024
Q2
$6.16M Sell
57,870
-10,590
-15% -$1.13M 1.3% 17
2024
Q1
$6.65M Sell
68,460
-9,750
-12% -$947K 1.21% 16
2023
Q4
$6.13M Buy
78,210
+47,440
+154% +$3.72M 1.36% 12
2023
Q3
$1.93M Sell
30,770
-20,810
-40% -$1.3M 0.52% 40
2023
Q2
$3.32M Buy
+51,580
New +$3.32M 0.97% 35
2021
Q3
Sell
-31,410
Closed -$2.04M 74
2021
Q2
$2.04M Buy
31,410
+10,690
+52% +$696K 1.08% 14
2021
Q1
$1.23M Buy
+20,720
New +$1.23M 0.66% 52