SEC 13F Intelligence

Deroy & Devereaux Private Investment Counsel Inc / LRCX

Deroy & Devereaux Private Investment Counsel Inc’s Lam Research Corp Position

Does Deroy & Devereaux Private Investment Counsel Inc own Lam Research Corp (LRCX)? Yes — 177.8K shares worth $38M (+1.82% of its 13F portfolio) as of Q1 2026, down from 252.7K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
177.8K
% of Portfolio
+1.82%
Quarters Held
7
currently held

Position History LRCX

Reported value by quarter
Q3 ’24: $21MQ3 ’24Q4 ’24: $19MQ4 ’24Q1 ’25: $19MQ1 ’25Q2 ’25: $26MQ2 ’25Q3 ’25: $35MQ3 ’25Q4 ’25: $43MQ4 ’25Q1 ’26: $38MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026177.8K$38M+1.82%
Q4 2025252.7K$43M+2.10%
Q3 2025261.2K$35M+1.75%
Q2 2025263.1K$26M+1.38%
Q1 2025263.0K$19M+1.11%
Q4 2024265.9K$19M+1.10%
Q3 202426.1K$21M+1.21%

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