Tandem 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
$496K Hold
5,100
0.25% 80
2025
Q1
$371K Hold
5,100
0.21% 90
2024
Q4
$368K Hold
5,100
0.2% 92
2024
Q3
$416K Hold
5,100
0.22% 89
2024
Q2
$555K Hold
5,100
0.3% 80
2024
Q1
$496K Buy
5,100
+250
+5% +$24.3K 0.28% 84
2023
Q4
$380K Buy
4,850
+300
+7% +$23.5K 0.24% 89
2023
Q3
$285K Hold
4,550
0.2% 91
2023
Q2
$293K Hold
4,550
0.19% 95
2023
Q1
$241K Buy
+4,550
New +$241K 0.17% 98