Picton Mahoney Asset Management’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$13.6M Buy
2024
Q4
Sell
2024
Q3
$4.41M Buy
2024
Q2
$4.68M Sell
2024
Q1
$8.67M Buy
2023
Q4
$3.38M Buy
2023
Q3
Sell
2023
Q2
$241K Sell
2023
Q1
$209K Buy
2021
Q4
Sell
2021
Q3
$12.3M Buy
2021
Q2
$12.9M Buy
2021
Q1
$9.28M Buy
2020
Q2
Sell
2020
Q1
$7M Buy
2019
Q4
$7.57M Buy
2014
Q1
Sell
2013
Q4
$6.56M Buy
2013
Q3
$6.1M Sell
2013
Q2
$13.6M Buy