Davis Selected Advisers LP – LRCX history
- Issuer:
- Lam Research Corp.
- Quarters tracked:
- 14 (Q4 2023 → Q1 2026)
- Current shares:
- 2,780
- Current value:
- $594K
- Peak shares:
- 12,280 (Q4 2024)
- Overall change:
- +126%
| Quarter | Shares | Value | $/Share | Share Δ | Δ% |
|---|---|---|---|---|---|
| Q1 2026 | 2,780 | $594K | $213.67 | -9,500 | -77% |
| Q4 2025 | 12,280 | $2.10M | $171.17 | 0 | 0% |
| Q3 2025 | 12,280 | $1.64M | $133.88 | 0 | 0% |
| Q3 2025 | 12,280 | $1.64M | $133.88 | 0 | 0% |
| Q2 2025 | 12,280 | $1.20M | $97.31 | +12,280 | +100% |
| Q2 2025 | SOLD | — | — | 0 | -100% |
| Q1 2025 | SOLD | — | — | -12,280 | -100% |
| Q1 2025 | 12,280 | $893K | $72.72 | 0 | 0% |
| Q4 2024 | 12,280 | $887K | $72.23 | +12,280 | +100% |
| Q4 2024 | SOLD | — | — | -1,228 | -100% |
| Q3 2024 | 1,228 | $1.00M | $815.96 | 0 | 0% |
| Q2 2024 | 1,228 | $1.31M | $1065.15 | 0 | 0% |
| Q1 2024 | 1,228 | $1.19M | $971.50 | 0 | 0% |
| Q4 2023 | 1,228 | $962K | $783.39 | — | NEW |