LRCX — LAM RESEARCH CORP

Ownership history in Linscomb Wealth, Inc.  ·  28 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in LAM RESEARCH CORP (LRCX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.13% (2025 Q4)
Avg. % of fund
0.67%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 157,698 -7,958 -4.8% 1.13% $27.0M $170.98
2025 Q3 REDUCED 165,656 -1,427 -0.9% 0.96% $22.2M $133.52
2025 Q2 REDUCED 167,083 -440 -0.3% 0.75% $16.3M $96.87
2025 Q1 REDUCED 167,523 -3,340 -2.0% 0.61% $12.2M $72.17
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LRCX price (monthly, adj. close)

Other funds also holding LRCX

As of 2025 Q4 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 34.68% Four Tree Island Advisory LLC 21.64% Spinecap SAS 15.62% Harbor Island Capital LLC 3Y 7Y 13.19% Blue Whale Capital LLP 3Y 12.51% Trybe Capital Management LP 3Y 11.72% Heard Capital LLC 3Y 10.39% Miller Capital Partners, Inc. 8.45% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.13% CROSSLINK CAPITAL INC 3Y 7Y 7.59%
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