LRCX — LAM RESEARCH CORP

Ownership history in WILLNER & HELLER, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC 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
1.4% (2025 Q4)
Avg. % of fund
0.97%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,406 -1,381 -10.8% 1.40% $2.0M $170.98
2025 Q3 ADDED 12,787 +261 +2.1% 1.31% $1.7M $133.52
2025 Q2 ADDED 12,526 +1,350 +12.1% 1.03% $1.2M $96.87
2025 Q1 ADDED 11,176 +33 +0.3% 0.75% $812K $72.17
6 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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