Transform Wealth’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
Q1 | $17.3M | Sell |
237,423
-911
| -0.4% | -$71.7K | 1.05% | 22 |
|
|
2024
Q4 | $17.3M | Buy |
+238,334
| New | +$18.1M | 0.96% | 23 |
|
|
2024
Q3 | – | Sell |
-245,790
| Closed | -$26.2M | – | 230 |
|
|
2024
Q2 | $26.2M | Buy |
245,790
+5,700
| +2% | +$547K | 1.97% | 9 |
|
|
2024
Q1 | $23.4M | Sell |
240,090
-12,410
| -5% | -$1.09M | 2.22% | 7 |
|
|
2023
Q4 | $19.8M | Buy |
252,500
+10,700
| +4% | +$729K | 1.93% | 9 |
|
|
2023
Q3 | $15.2M | Buy |
241,800
+16,430
| +7% | +$1.08M | 1.6% | 13 |
|
|
2023
Q2 | $14.5M | Sell |
225,370
-550
| -0.2% | -$31K | 1.31% | 19 |
|
|
2023
Q1 | $12M | Sell |
225,920
-3,160
| -1% | -$155K | 1.13% | 29 |
|
|
2022
Q4 | $9.67M | Sell |
229,080
-7,280
| -3% | -$305K | 1.08% | 29 |
|
|
2022
Q3 | $8.69M | Buy |
236,360
+6,420
| +3% | +$286K | 1.13% | 25 |
|
|
2022
Q2 | $9.83M | Sell |
229,940
-1,700
| -0.7% | -$80.9K | 1.46% | 17 |
|
|
2022
Q1 | $12.5M | Buy |
231,640
+1,970
| +0.9% | +$115K | 1.4% | 17 |
|
|
2021
Q4 | $16.5M | Sell |
229,670
-3,590
| -2% | -$225K | 1.73% | 12 |
|
|
2021
Q3 | $13.3M | Buy |
233,260
+1,550
| +0.7% | +$94.3K | 1.52% | 16 |
|
|
2021
Q2 | $15.1M | Buy |
231,710
+113,940
| +97% | +$7.19M | 1.84% | 8 |
|
|
2021
Q1 | $7.01M | Sell |
117,770
-22,170
| -16% | -$1.21M | 1.41% | 15 |
|
|
2020
Q4 | $6.61M | Sell |
139,940
-158,790
| -53% | -$6.68M | 1.38% | 15 |
|
|
2020
Q3 | $9.91M | Buy |
298,730
+4,370
| +1% | +$151K | 1.6% | 14 |
|
|
2020
Q2 | $9.52M | Buy |
294,360
+240
| +0.1% | +$6.54K | 1.63% | 14 |
|
|
2020
Q1 | $7.06M | Buy |
294,120
+7,530
| +3% | +$217K | 1.51% | 12 |
|
|
2019
Q4 | $8.38M | Sell |
286,590
-2,150
| -0.7% | -$57.1K | 1.33% | 12 |
|
|
2019
Q3 | $6.67M | Buy |
288,740
+37,430
| +15% | +$786K | 1.18% | 13 |
|
|
2019
Q2 | $4.72M | Sell |
251,310
-4,180
| -2% | -$79.3K | 0.69% | 53 |
|
|
2019
Q1 | $4.57M | Sell |
255,490
-24,200
| -9% | -$404K | 0.85% | 47 |
|
|
2018
Q4 | $3.81M | Buy |
279,690
+40,500
| +17% | +$580K | 0.78% | 55 |
|
|
2018
Q3 | $3.63M | Buy |
239,190
+7,350
| +3% | +$126K | 0.63% | 64 |
|
|
2018
Q2 | $4.01M | Buy |
231,840
+24,510
| +12% | +$472K | 0.72% | 52 |
|
|
2018
Q1 | $4.21M | Buy |
207,330
+20,100
| +11% | +$398K | 0.8% | 40 |
|
|
2017
Q4 | $3.45M | Buy |
187,230
+11,500
| +7% | +$226K | 0.64% | 53 |
|
|
2017
Q3 | $3.25M | Buy |
+175,730
| New | +$2.85M | 1.14% | 16 |
|
Other funds holding LRCX
Transform Wealth's LRCX Position: Q1 2025 in Review
Transform Wealth reduced its Lam Research (LRCX) stake by 0.38% in Q1 2025, selling an estimated $71.7K and leaving 237,423 shares worth $17.3M. The position accounts for 1.05% of the portfolio, ranked #22.
Transform Wealth first reported a position in LRCX in Q3 2017 and has held it in 30 quarters since. The position peaked at $26.2M in Q2 2024. 1,797 funds tracked by Wall St. Rank hold LRCX as of Q1 2025.
- Transform Wealth held 237,423 shares of Lam Research worth $17.3M as of Q1 2025.
- Transform Wealth sold 911 Lam Research shares in Q1 2025, an estimated $71.7K.
- Lam Research made up 1.05% of Transform Wealth's portfolio in Q1 2025, its #22 holding.
- Transform Wealth first reported a position in Lam Research in Q3 2017 and has held it in 30 quarters since.
- Transform Wealth's Lam Research position peaked at $26.2M in Q2 2024.
- 1,797 funds tracked by Wall St. Rank held Lam Research as of Q1 2025.
Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.