Stillwater Capital Advisors’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
$341K Sell
3,500
-108
-3% -$10.5K 0.04% 58
2025
Q1
$262K Hold
3,608
0.04% 62
2024
Q4
$261K Sell
3,608
-2
-0.1% -$144 0.03% 64
2024
Q3
$294K Buy
+3,610
New +$294K 0.04% 61
2024
Q2
Sell
-3,610
Closed -$350K 61
2024
Q1
$350K Hold
3,610
0.05% 61
2023
Q4
$283K Hold
3,610
0.05% 62
2023
Q3
$226K Hold
3,610
0.04% 63
2023
Q2
$232K Sell
3,610
-1,850
-34% -$119K 0.04% 66
2023
Q1
$289K Hold
5,460
0.06% 62
2022
Q4
$229K Hold
5,460
0.05% 65
2022
Q3
$200K Sell
5,460
-10,690
-66% -$392K 0.05% 67
2022
Q2
$688K Buy
16,150
+9,200
+132% +$392K 0.13% 56
2022
Q1
$374K Sell
6,950
-7,000
-50% -$377K 0.06% 65
2021
Q4
$1M Hold
13,950
0.15% 51
2021
Q3
$794K Sell
13,950
-90
-0.6% -$5.12K 0.13% 54
2021
Q2
$914K Sell
14,040
-5,000
-26% -$325K 0.15% 53
2021
Q1
$1.13M Buy
19,040
+90
+0.5% +$5.36K 0.21% 48
2020
Q4
$895K Hold
18,950
0.17% 53
2020
Q3
$629K Buy
18,950
+11,000
+138% +$365K 0.14% 54
2020
Q2
$257K Buy
+7,950
New +$257K 0.06% 60