Telos 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
$551K Buy
5,662
+250
+5% +$24.3K 0.06% 146
2025
Q1
$393K Sell
5,412
-658
-11% -$47.8K 0.04% 156
2024
Q4
$438K Buy
6,070
+50
+0.8% +$3.61K 0.05% 150
2024
Q3
$491K Buy
6,020
+50
+0.8% +$4.08K 0.05% 146
2024
Q2
$636K Sell
5,970
-280
-4% -$29.8K 0.07% 130
2024
Q1
$607K Sell
6,250
-90
-1% -$8.74K 0.07% 136
2023
Q4
$497K Buy
6,340
+1,500
+31% +$117K 0.06% 143
2023
Q3
$303K Buy
4,840
+50
+1% +$3.13K 0.04% 153
2023
Q2
$308K Sell
4,790
-70
-1% -$4.5K 0.04% 165
2023
Q1
$258K Sell
4,860
-10
-0.2% -$530 0.04% 175
2022
Q4
$205K Buy
+4,870
New +$205K 0.03% 189