Value Aligned Research Advisors’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
Q2
$47M Buy
2025
Q1
$1.56M Buy
2024
Q4
Sell
2024
Q3
$41.3M Sell
2024
Q2
$58.3M Buy
2024
Q1
$53.1M Sell
2023
Q4
$46.7M Sell
2023
Q3
$41.6M Buy
2023
Q2
$40.6M Buy
2023
Q1
$6.94M Hold
2022
Q4
$5.51M Buy