SEC 13F Intelligence

Valley National Advisers Inc / LRCX

Valley National Advisers Inc’s Lam Research Corp Position

Does Valley National Advisers Inc own Lam Research Corp (LRCX)? Yes — 60.4K shares worth $13M (+1.67% of its 13F portfolio) as of Q1 2026, up from 60.3K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
60.4K
% of Portfolio
+1.67%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202660.4K$13M+1.67%
Q4 202560.3K$10M+1.43%
Q3 202560.0K$8M+1.24%
Q2 202543.3K$4M+0.69%
Q1 202544.4K$3M+0.58%
Q4 202447.4K$3M+0.61%

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