True North Advisors’s Lam Research LRCX Stock Holding History

True North Advisors’s Portfolio LRCX Stock Details LRCX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.38M	Buy
2025 Q2	$3.03M	Sell
2025 Q1	$2.52M	Buy