Winslow Capital Management’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809M | Buy |
8,310,124
+540,252
| +7% | +$52.6M | 2.7% | 9 |
|
|
2025
Q1 | $565M | Buy |
7,769,872
+2,992,209
| +63% | +$218M | 2.25% | 12 |
|
|
2024
Q4 | $345M | Buy |
4,777,663
+4,282,196
| +864% | +$309M | 1.23% | 30 |
|
|
2024
Q3 | $404M | Sell |
495,467
-108,993
| -18% | -$88.9M | 1.45% | 25 |
|
|
2024
Q2 | $644M | Buy |
604,460
+49,784
| +9% | +$53M | 2.32% | 11 |
|
|
2024
Q1 | $539M | Sell |
554,676
-52,887
| -9% | -$51.4M | 2.03% | 14 |
|
|
2023
Q4 | $476M | Sell |
607,563
-227,699
| -27% | -$178M | 1.97% | 16 |
|
|
2023
Q3 | $524M | Sell |
835,262
-102,723
| -11% | -$64.4M | 2.49% | 11 |
|
|
2023
Q2 | $603M | Buy |
937,985
+93,069
| +11% | +$59.8M | 2.71% | 9 |
|
|
2023
Q1 | $448M | Buy |
844,916
+93,239
| +12% | +$49.4M | 2.29% | 18 |
|
|
2022
Q4 | $316M | Buy |
+751,677
| New | +$316M | 1.76% | 32 |
|