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True North Advisors’s Lam Research LRCX Stock Holding History

True North Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.03M Sell
31,142
-3,522
-10% -$343K 0.58% 37
2025
Q1 		$2.52M Buy
+34,664
New +$2.52M 0.45% 57