Sienna Gestion’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
$7.52M Buy
84,670
+7,141
+9% +$635K 0.52% 69
2025
Q1
$5.48M Sell
77,529
-9,941
-11% -$703K 0.44% 86
2024
Q4
$6.32M Hold
87,470
0.43% 85
2024
Q3
$7.12M Buy
87,470
+23,560
+37% +$1.92M 0.47% 85
2024
Q2
$6.8M Buy
63,910
+58,830
+1,158% +$6.26M 0.6% 65
2024
Q1
$494K Buy
+5,080
New +$494K 0.04% 116