Sitrin 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 | $7.28M | Sell |
74,594
-7,149
| -9% | -$697K | 3.71% | 8 |
|
|
2025
Q1 | $5.96M | Buy |
81,743
+605
| +0.7% | +$44.1K | 3.22% | 16 |
|
|
2024
Q4 | $5.88M | Buy |
81,138
+1,168
| +1% | +$84.6K | 2.96% | 16 |
|
|
2024
Q3 | $6.53M | Buy |
79,970
+5,460
| +7% | +$446K | 3.26% | 15 |
|
|
2024
Q2 | $7.93M | Sell |
74,510
-15,150
| -17% | -$1.61M | 4.22% | 4 |
|
|
2024
Q1 | $8.71M | Sell |
89,660
-830
| -0.9% | -$80.6K | 4.76% | 2 |
|
|
2023
Q4 | $7.09M | Sell |
90,490
-1,490
| -2% | -$117K | 4.13% | 3 |
|
|
2023
Q3 | $5.77M | Sell |
91,980
-10,700
| -10% | -$671K | 3.6% | 6 |
|
|
2023
Q2 | $6.6M | Buy |
102,680
+470
| +0.5% | +$30.2K | 3.71% | 8 |
|
|
2023
Q1 | $5.42M | Sell |
102,210
-870
| -0.8% | -$46.1K | 3.28% | 17 |
|
|
2022
Q4 | $4.33M | Sell |
103,080
-4,750
| -4% | -$200K | 2.76% | 23 |
|
|
2022
Q3 | $3.95M | Buy |
107,830
+2,060
| +2% | +$75.4K | 2.6% | 26 |
|
|
2022
Q2 | $4.51M | Sell |
105,770
-2,080
| -2% | -$88.6K | 2.87% | 20 |
|
|
2022
Q1 | $5.8M | Buy |
107,850
+320
| +0.3% | +$17.2K | 2.91% | 20 |
|
|
2021
Q4 | $7.73M | Buy |
107,530
+30
| +0% | +$2.16K | 3.64% | 8 |
|
|
2021
Q3 | $6.12M | Sell |
107,500
-110
| -0.1% | -$6.26K | 2.93% | 24 |
|
|
2021
Q2 | $7M | Sell |
107,610
-2,420
| -2% | -$157K | 3.15% | 16 |
|
|
2021
Q1 | $6.55M | Sell |
110,030
-32,250
| -23% | -$1.92M | 3.11% | 15 |
|
|
2020
Q4 | $6.72M | Sell |
142,280
-46,320
| -25% | -$2.19M | 3.36% | 7 |
|
|
2020
Q3 | $6.2M | Buy |
188,600
+120
| +0.1% | +$3.94K | 3.28% | 13 |
|
|
2020
Q2 | $6.1M | Sell |
188,480
-13,540
| -7% | -$438K | 3.63% | 18 |
|
|
2020
Q1 | $4.85M | Buy |
+202,020
| New | +$4.85M | 2.87% | 22 |
|