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WCM
Weld Capital Management’s
Lam Research
LRCX
Stock Holding History
Weld Capital Management’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
2021
Q2
–
Sell
-17,320
Closed
-$1.03M
–
320
2021
Q1
$1.03M
Buy
17,320
+7,090
+69%
+$386K
0.44%
68
2020
Q4
$483K
Buy
+10,230
New
+$430K
0.19%
185
2020
Q3
–
Sell
-14,410
Closed
-$466K
–
588
2020
Q2
$466K
Sell
14,410
-70,250
-83%
-$1.92M
0.18%
200
2020
Q1
$2.03M
Sell
84,660
-25,800
-23%
-$743K
1.04%
3
2019
Q4
$3.23M
Sell
110,460
-410
-0.4%
-$10.9K
0.62%
4
2019
Q3
$2.56M
Buy
+110,870
New
+$2.33M
0.47%
19
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28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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