SEC 13F Intelligence

American Trust Investment Advisors, LLC / LRCX

American Trust Investment Advisors, LLC’s Lam Research Corp Position

Does American Trust Investment Advisors, LLC own Lam Research Corp (LRCX)? Yes — 32.1K shares worth $7M (+3.79% of its 13F portfolio) as of Q1 2026, down from 47.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
32.1K
% of Portfolio
+3.79%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$7M+3.79%
Q4 202547.1K$8M+4.32%
Q3 202547.1K$6M+3.25%
Q2 202549.6K$5M+2.44%
Q1 202558.0K$4M+1.76%
Q4 202457.0K$4M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of LRCX.