E&G Advisors, LLC LRCX — LAM RESEARCH CORP

Ownership history in E&G Advisors, LLC  ·  43 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported LAM RESEARCH CORP (LRCX) in 43 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.2% in 2026 Q2. The latest visible filing shows LRCX at 2.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LRCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LLC's position in LAM RESEARCH CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LRCX was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LRCX stock page E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, LLC held LRCX — position size vs. price
% of Fund (quarterly)    LRCX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 26,284 -270 -1.0% 2.20% $11.4M 2026-07-23 $319.78
2026 Q1 REDUCED — — — 26,554 -170 -0.6% 1.26% $5.7M 2026-04-21 $258.19
2025 Q4 REDUCED — — — 26,724 -450 -1.7% 1.02% $4.6M 2026-01-23 $217.53
2025 Q3 REDUCED — — — 27,174 -176 -0.6% 0.85% $3.6M 2025-10-21 $144.53
2025 Q2 REDUCED — — — 27,350 -30 -0.1% 0.69% $2.7M 2025-07-14 $99.07
2025 Q1 REDUCED 10.5% +34.2% ❌ 27,380 -3,200 -10.5% 0.56% $2.0M 2025-04-23 $66.20
2024 Q4 ADDED — — — 30,580 +27,339 +843.5% 0.60% $2.2M 2025-01-24 $78.81
2024 Q3 ADDED — — — 3,241 +30 +0.9% 0.73% $2.6M 2024-10-18 $71.82
2024 Q2 UNCHANGED — — — 3,211 — 0% 1.01% $3.4M 2024-07-18 $93.64
2024 Q1 UNCHANGED — — — 3,211 — 0% 0.98% $3.1M 2024-04-19 $85.39
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LRCX

As of 2026 Q2 — sorted by position size

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 15.39% DECISION INVESTMENTS, INC 9.62% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 7.02% NEVILLE RODIE & SHAW INC 3Y 7Y 6.82% ARS Investment Partners, LLC 3Y 7Y 6.73% Eldred Rock Partners, LLC 6.64% Fulcrum Capital LLC 3Y 7Y 6.26% Wealth Architects, LLC 3Y 7Y 6.1% Runnymede Capital Advisors, Inc. 5.87% DARA CAPITAL US, INC. 5.67%

FAQ About E&G Advisors, LLC and LRCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has E&G Advisors, LLC reported owning LRCX?

E&G Advisors, LLC reported LRCX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported LRCX position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for LRCX was 2.20% in 2026 Q2.

What is the latest reported LRCX position on this page?

The most recent filing on this page is 2026 Q2, when E&G Advisors, LLC reported 26,284 shares, equal to 2.20% of portfolio, with an estimated market value of $11.4M.

What does the chart on this LRCX ownership page compare?

The chart compares E&G Advisors, LLC's quarterly LRCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did E&G Advisors, LLC time their LRCX position?

Based on 13F filing dates vs. subsequent LRCX price moves, E&G Advisors, LLC correctly timed 10 out of 30 reported position changes (33%). The annualised alpha on LRCX relative to SPY over the holding period was +26.4%.

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