Poehling Capital 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 | $321K | Hold |
3,300
| – | – | 0.08% | 111 |
|
|
2025
Q1 | $240K | Hold |
3,300
| – | – | 0.06% | 123 |
|
|
2024
Q4 | $238K | Hold |
3,300
| – | – | 0.06% | 125 |
|
|
2024
Q3 | $269K | Hold |
3,300
| – | – | 0.07% | 120 |
|
|
2024
Q2 | $351K | Hold |
3,300
| – | – | 0.1% | 102 |
|
|
2024
Q1 | $321K | Hold |
3,300
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $258K | Hold |
3,300
| – | – | 0.08% | 111 |
|
|
2023
Q3 | $207K | Hold |
3,300
| – | – | 0.07% | 116 |
|
|
2023
Q2 | $212K | Sell |
3,300
-750
| -19% | -$48.2K | 0.07% | 115 |
|
|
2023
Q1 | $215K | Buy |
+4,050
| New | +$215K | 0.07% | 112 |
|
|
2022
Q1 | – | Sell |
-3,300
| Closed | -$237K | – | 149 |
|
|
2021
Q4 | $237K | Buy |
+3,300
| New | +$237K | 0.08% | 124 |
|
|
2021
Q3 | – | Sell |
-3,300
| Closed | -$215K | – | 143 |
|
|
2021
Q2 | $215K | Buy |
+3,300
| New | +$215K | 0.07% | 141 |
|