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McBroom & Associates, LLC → LRCX

McBroom & Associates, LLC LRCX Position History

Lam Research Corporation • Technology

Quarters held
4
Latest value
$13.4M
Q3 2026
Peak value
$24M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.1M
Q1 2026$13.5M
Q2 2026$24M
Q3 2026$13.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13.4M40.8K——
Q2 2026$24M55.4K——
Q1 2026$13.5M63.4K——
Q4 2025$14.1M82.6K——

Other funds holding LRCX

Other McBroom & Associates, LLC positions

NVDA

NVIDIA CORPORATION

$20.5M
NVDA

NVIDIA CORPORATION

$17.9M
NVDA

NVIDIA CORPORATION

$15.9M
NVDA

NVIDIA CORPORATION

$15.8M
PLTR

PALANTIR TECHNOLOGIES INC

$14.1M
PLTR

PALANTIR TECHNOLOGIES INC

$11.8M
JPM-PM

JPMORGAN CHASE & CO.

$11.4M
ORLY

OREILLY AUTOMOTIVE INC

$11.1M
McBroom & Associates, LLC LRCX Holdings: 13F Position History | Track13F