Selway Asset Management’s Lam Research LRCX Stock Holding History

Selway Asset Management’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$364K	Hold	5,000	–	–	0.15%	66
2024 Q4	$361K	Buy	+5,000	New	+$379K	0.14%	65
2024 Q3	–	Sell	-5,000	Closed	-$532K	–	80
2024 Q2	$532K	Hold	5,000	–	–	0.22%	63
2024 Q1	$486K	Hold	5,000	–	–	0.19%	65
2023 Q4	$392K	Hold	5,000	–	–	0.16%	66
2023 Q3	$313K	Hold	5,000	–	–	0.14%	68
2023 Q2	$321K	Hold	5,000	–	–	0.14%	69
2023 Q1	$265K	Sell	5,000 -500	-9%	-$24.5K	0.13%	69
2022 Q4	$231K	Sell	5,500 -5,750	-51%	-$241K	0.12%	69
2022 Q3	$412K	Hold	11,250	–	–	0.24%	58
2022 Q2	$479K	Hold	11,250	–	–	0.27%	59
2022 Q1	$605K	Hold	11,250	–	–	0.29%	54
2021 Q4	$809K	Buy	+11,250	New	+$705K	0.38%	51

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selway Asset Management's LRCX Position: Q1 2025 in Review

Selway Asset Management held its Lam Research (LRCX) position steady in Q1 2025 at 5,000 shares worth $364K. The position accounts for 0.15% of the portfolio, ranked #66.

Selway Asset Management first reported a position in LRCX in Q4 2021 and has held it in 13 quarters since. The position peaked at $809K in Q4 2021. 1,796 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.

Selway Asset Management held 5,000 shares of Lam Research worth $364K as of Q1 2025.
Selway Asset Management left its Lam Research share count unchanged in Q1 2025.
Lam Research made up 0.15% of Selway Asset Management's portfolio in Q1 2025, its #66 holding.
Selway Asset Management first reported a position in Lam Research in Q4 2021 and has held it in 13 quarters since.
Selway Asset Management's Lam Research position peaked at $809K in Q4 2021.
1,796 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.

Based on Selway Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.