SEC 13F Intelligence

Neville Rodie & Shaw Inc / LRCX

Neville Rodie & Shaw Inc’s Lam Research Corp Position

Does Neville Rodie & Shaw Inc own Lam Research Corp (LRCX)? Yes — 243.0K shares worth $105M (+6.82% of its 13F portfolio) as of Q2 2026, down from 250.2K shares the prior filed quarter.

Position Value
$105M
Q2 2026
Shares
243.0K
% of Portfolio
+6.82%
Quarters Held
7
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $25MQ4 ’24Q1 ’25: $23MQ1 ’25Q2 ’25: $31MQ2 ’25Q3 ’25: $36MQ3 ’25Q4 ’25: $45MQ4 ’25Q1 ’26: $53MQ1 ’26Q2 ’26: $105MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026243.0K$105M+6.82%
Q1 2026250.2K$53M+3.88%
Q4 2025260.0K$45M+3.14%
Q3 2025266.8K$36M+2.58%
Q2 2025314.4K$31M+2.27%
Q1 2025322.7K$23M+1.84%
Q4 2024349.8K$25M+1.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neville Rodie & Shaw Inc’s full portfolio or all institutional holders of LRCX.