WAM
Weatherly Asset Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
20,365
+15
| +0.1% | +$1.46K | 0.17% | 80 |
|
|
2025
Q1 | $1.48M | Buy |
20,350
+20
| +0.1% | +$1.46K | 0.13% | 88 |
|
|
2024
Q4 | $1.47M | Buy |
20,330
+18,297
| +900% | +$1.33M | 0.13% | 89 |
|
|
2024
Q3 | $1.66M | Buy |
2,033
+4
| +0.2% | +$3.27K | 0.15% | 81 |
|
|
2024
Q2 | $2.16M | Sell |
2,029
-11
| -0.5% | -$11.7K | 0.2% | 71 |
|
|
2024
Q1 | $1.99M | Hold |
2,040
| – | – | 0.19% | 76 |
|
|
2023
Q4 | $1.6M | Sell |
2,040
-34
| -2% | -$26.7K | 0.17% | 84 |
|
|
2023
Q3 | $1.3M | Sell |
2,074
-184
| -8% | -$116K | 0.16% | 90 |
|
|
2023
Q2 | $1.46M | Hold |
2,258
| – | – | 0.17% | 89 |
|
|
2023
Q1 | $1.2M | Sell |
2,258
-5
| -0.2% | -$2.66K | 0.16% | 95 |
|
|
2022
Q4 | $955K | Sell |
2,263
-34
| -1% | -$14.3K | 0.13% | 106 |
|
|
2022
Q3 | $845K | Hold |
2,297
| – | – | 0.12% | 108 |
|
|
2022
Q2 | $982K | Hold |
2,297
| – | – | 0.14% | 108 |
|
|
2022
Q1 | $1.24M | Buy |
2,297
+10
| +0.4% | +$5.38K | 0.14% | 104 |
|
|
2021
Q4 | $1.65M | Sell |
2,287
-57
| -2% | -$41K | 0.18% | 90 |
|
|
2021
Q3 | $1.33M | Buy |
2,344
+40
| +2% | +$22.8K | 0.16% | 98 |
|
|
2021
Q2 | $1.5M | Sell |
2,304
-27
| -1% | -$17.6K | 0.19% | 91 |
|
|
2021
Q1 | $1.39M | Hold |
2,331
| – | – | 0.19% | 90 |
|
|
2020
Q4 | $1.1M | Hold |
2,331
| – | – | 0.16% | 99 |
|
|
2020
Q3 | $773K | Hold |
2,331
| – | – | 0.12% | 112 |
|
|
2020
Q2 | $754K | Hold |
2,331
| – | – | 0.13% | 109 |
|
|
2020
Q1 | $559K | Sell |
2,331
-72
| -3% | -$17.3K | 0.12% | 116 |
|
|
2019
Q4 | $703K | Hold |
2,403
| – | – | 0.13% | 115 |
|
|
2019
Q3 | $555K | Sell |
2,403
-98
| -4% | -$22.6K | 0.12% | 121 |
|
|
2019
Q2 | $470K | Hold |
2,501
| – | – | 0.09% | 130 |
|
|
2019
Q1 | $448K | Hold |
2,501
| – | – | 0.09% | 134 |
|
|
2018
Q4 | $341K | Hold |
2,501
| – | – | 0.08% | 144 |
|
|
2018
Q3 | $379K | Hold |
2,501
| – | – | 0.08% | 153 |
|
|
2018
Q2 | $432K | Hold |
2,501
| – | – | 0.1% | 135 |
|
|
2018
Q1 | $508K | Hold |
2,501
| – | – | 0.12% | 132 |
|
|
2017
Q4 | $460K | Sell |
2,501
-105
| -4% | -$19.3K | 0.11% | 139 |
|
|
2017
Q3 | $482K | Hold |
2,606
| – | – | 0.13% | 132 |
|
|
2017
Q2 | $369K | Hold |
2,606
| – | – | 0.1% | 146 |
|
|
2017
Q1 | $335K | Hold |
2,606
| – | – | 0.1% | 145 |
|
|
2016
Q4 | $276K | Sell |
2,606
-198
| -7% | -$21K | 0.09% | 148 |
|
|
2016
Q3 | $266K | Buy |
2,804
+113
| +4% | +$10.7K | 0.09% | 145 |
|
|
2016
Q2 | $226K | Sell |
2,691
-168
| -6% | -$14.1K | 0.07% | 161 |
|
|
2016
Q1 | $236K | Hold |
2,859
| – | – | 0.08% | 150 |
|
|
2015
Q4 | $227K | Buy |
+2,859
| New | +$227K | 0.08% | 155 |
|
|
2015
Q3 | – | Sell |
-2,672
| Closed | -$217K | – | 150 |
|
|
2015
Q2 | $217K | Buy |
+2,672
| New | +$217K | 0.08% | 142 |
|
|
2015
Q1 | – | Sell |
-2,638
| Closed | -$209K | – | 148 |
|
|
2014
Q4 | $209K | Buy |
+2,638
| New | +$209K | 0.09% | 144 |
|
|
2014
Q3 | – | Sell |
-2,436
| Closed | -$165K | – | 170 |
|
|
2014
Q2 | $165K | Buy |
+2,436
| New | +$165K | 0.07% | 163 |
|