Sustainable Insight Capital Management’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
Q3
$22.7M Buy
2024
Q4
Sell
2024
Q3
$14.9M Buy
2024
Q2
$15M Buy
2024
Q1
$9.6M Buy
2023
Q4
Sell
2023
Q3
$4.73M Buy
2023
Q2
$4.83M Sell
2023
Q1
$4.97M Buy
2022
Q4
Sell
2022
Q3
$364K Buy
2022
Q2
$423K Sell
2022
Q1
$554K Buy
2021
Q4
$333K Sell
2021
Q3
$5.86M Sell
2021
Q2
$7.41M Sell
2021
Q1
$8.13M Sell
2020
Q4
$6.71M Buy
2020
Q1
Sell
2019
Q4
$380K Buy