Skip to main content

Transform Wealth, LLC

SEC CIK
0001682266
Latest filing
Apr 15, 2025

LRCX holding history

Lam Research Corp in every 13F filed by Transform Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overviewAll 13F holders of LRCXFull Q1 2025 holdings

Shares (Q1 2025)
237,423
Value
$17.3M
% of portfolio
1.0%
Quarters held
16
Since Q1 2021
Holdings of LRCX by Transform Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025237,423$17.3M1.0%−911−0.4%ReducedHolders
Q4 2024238,334$17.3M1.0%+238,334NewHolders
Q3 20240$00.0%−24,579−100.0%Sold outHolders
Q2 202424,579$26.2M2.0%+570+2.4%AddedHolders
Q1 202424,009$23.4M2.2%−1,241−4.9%ReducedHolders
Q4 202325,250$19.8M1.9%+1,070+4.4%AddedHolders
Q3 202324,180$15.2M1.6%+1,643+7.3%AddedHolders
Q2 202322,537$14.5M1.3%−55−0.2%ReducedHolders
Q1 202322,592$12.0M1.1%−316−1.4%ReducedHolders
Q4 202222,908$9.67M1.1%−728−3.1%ReducedHolders
Q3 202223,636$8.69M1.1%+642+2.8%AddedHolders
Q2 202222,994$9.83M1.5%−170−0.7%ReducedHolders
Q1 202223,164$12.5M1.4%+197+0.9%AddedHolders
Q4 202122,967$16.5M1.7%−359−1.5%ReducedHolders
Q3 202123,326$13.3M1.5%+155+0.7%AddedHolders
Q2 202123,171$15.1M1.8%+11,394+96.7%AddedHolders
Q1 202111,777$7.01M1.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.