Pictet Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859M | Buy |
8,824,976
+728,036
| +9% | +$70.9M | 0.87% | 17 |
|
|
2025
Q1 | $589M | Buy |
8,096,940
+224,391
| +3% | +$16.3M | 0.65% | 30 |
|
|
2024
Q4 | $569M | Buy |
7,872,549
+7,163,580
| +1,010% | +$517M | 0.61% | 28 |
|
|
2024
Q3 | $579M | Buy |
708,969
+313,457
| +79% | +$256M | 0.64% | 32 |
|
|
2024
Q2 | $421M | Buy |
395,512
+4,192
| +1% | +$4.46M | 0.48% | 51 |
|
|
2024
Q1 | $380M | Sell |
391,320
-58,829
| -13% | -$57.2M | 0.41% | 62 |
|
|
2023
Q4 | $353M | Buy |
450,149
+58,220
| +15% | +$45.6M | 0.39% | 64 |
|
|
2023
Q3 | $246M | Buy |
+391,929
| New | +$246M | 0.3% | 89 |
|