Yarbrough Capital’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Hold |
25,732
| – | – | 0.09% | 75 |
|
|
2025
Q1 | $1.87M | Buy |
25,732
+13,161
| +105% | +$957K | 0.08% | 77 |
|
|
2024
Q4 | $908K | Buy |
+12,571
| New | +$908K | 0.03% | 99 |
|
|
2023
Q1 | – | Sell |
-1,080
| Closed | -$45.4K | – | 216 |
|
|
2022
Q4 | $45.4K | Buy |
+1,080
| New | +$45.4K | ﹤0.01% | 196 |
|
|
2022
Q2 | – | Sell |
-73,080
| Closed | -$3.93M | – | 198 |
|
|
2022
Q1 | $3.93M | Hold |
73,080
| – | – | 0.22% | 57 |
|
|
2021
Q4 | $5.26M | Buy |
+73,080
| New | +$5.26M | 0.28% | 50 |
|