Summit Trail Advisors’s Lam Research LRCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.8M Buy
2024
Q4
Sell
2024
Q3
$950K Buy
2024
Q2
$1.17M Buy
2024
Q1
$945K Buy
2023
Q4
$647K Sell
2023
Q3
$526K Buy
2023
Q2
$537K Buy
2023
Q1
$237K Buy
2020
Q4
Sell
2020
Q3
$421K Buy
2018
Q2
Sell
2018
Q1
$399K Buy
2017
Q4
$445K Buy