Steward Partners Investment Advisory’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
$8.9M Buy
91,473
+23,826
+35% +$2.32M 0.07% 278
2025
Q1
$4.92M Buy
67,647
+4,569
+7% +$332K 0.04% 403
2024
Q4
$4.56M Buy
63,078
+25,548
+68% +$1.85M 0.04% 403
2024
Q3
$3.06M Buy
37,530
+2,450
+7% +$200K 0.03% 497
2024
Q2
$3.74M Buy
35,080
+5,810
+20% +$619K 0.04% 405
2024
Q1
$2.84M Buy
29,270
+4,700
+19% +$457K 0.03% 469
2023
Q4
$1.92M Sell
24,570
-26,370
-52% -$2.07M 0.03% 515
2023
Q3
$3.19M Buy
50,940
+11,770
+30% +$738K 0.05% 350
2023
Q2
$2.52M Buy
39,170
+15,590
+66% +$1M 0.04% 418
2023
Q1
$1.25M Sell
23,580
-4,040
-15% -$214K 0.02% 622
2022
Q4
$1.16M Sell
27,620
-5,830
-17% -$245K 0.02% 614
2022
Q3
$1.22M Sell
33,450
-2,300
-6% -$84.2K 0.02% 562
2022
Q2
$1.52M Buy
35,750
+1,310
+4% +$55.8K 0.03% 515
2022
Q1
$1.85M Sell
34,440
-149,170
-81% -$8.02M 0.03% 498
2021
Q4
$13.2M Buy
183,610
+1,200
+0.7% +$86.3K 0.2% 121
2021
Q3
$10.4M Buy
182,410
+4,460
+3% +$254K 0.18% 134
2021
Q2
$11.6M Buy
177,950
+69,990
+65% +$4.55M 0.2% 116
2021
Q1
$6.43M Buy
107,960
+5,250
+5% +$312K 0.11% 189
2020
Q4
$4.85M Buy
102,710
+8,100
+9% +$382K 0.11% 197
2020
Q3
$3.14M Buy
94,610
+4,690
+5% +$156K 0.08% 246
2020
Q2
$2.91M Buy
89,920
+71,200
+380% +$2.3M 0.08% 237
2020
Q1
$449K Sell
18,720
-7,900
-30% -$189K 0.02% 581
2019
Q4
$778K Sell
26,620
-560
-2% -$16.4K 0.02% 518
2019
Q3
$628K Sell
27,180
-1,680
-6% -$38.8K 0.02% 527
2019
Q2
$542K Buy
28,860
+3,010
+12% +$56.5K 0.02% 535
2019
Q1
$462K Sell
25,850
-2,450
-9% -$43.8K 0.02% 539
2018
Q4
$385K Sell
28,300
-680
-2% -$9.25K 0.02% 549
2018
Q3
$440K Sell
28,980
-5,600
-16% -$85K 0.02% 536
2018
Q2
$598K Buy
34,580
+5,350
+18% +$92.5K 0.04% 426
2018
Q1
$593K Buy
29,230
+8,890
+44% +$180K 0.04% 384
2017
Q4
$374K Buy
20,340
+17,070
+522% +$314K 0.03% 415
2017
Q3
$60K Buy
3,270
+70
+2% +$1.28K 0.01% 649
2017
Q2
$45K Buy
3,200
+600
+23% +$8.44K 0.01% 649
2017
Q1
$33K Buy
2,600
+490
+23% +$6.22K 0.01% 642
2016
Q4
$22K Buy
+2,110
New +$22K 0.01% 439