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Smith Group Asset Management, LLC → LRCX

Smith Group Asset Management, LLC LRCX Position History

Lam Research Corporation • Technology

Quarters held
4
Latest value
$36.1M
Q3 2026
Peak value
$76.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$728K
Q1 2026$884K
Q2 2026$76.2M
Q3 2026$36.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$36.1M109.9K——
Q2 2026$76.2M175.7K——
Q1 2026$884K4.1K——
Q4 2025$728K4.3K——

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