SEC 13F Intelligence

J.p. Marvel Investment Advisors, LLC / LRCXEUR

J.p. Marvel Investment Advisors, LLC’s Lam Research Corp Position

Does J.p. Marvel Investment Advisors, LLC own Lam Research Corp (LRCXEUR)? Not currently — the last reported position was 16.8K shares worth $14M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q3 2024
Shares
16.8K
% of Portfolio
+2.23%
Quarters Held
16
position exited

Position History LRCXEUR

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $3MQ3 ’19: $4MQ3 ’19Q3 ’21: $10MQ4 ’21: $12MQ4 ’21Q1 ’22: $9MQ2 ’22: $7MQ2 ’22Q3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ2 ’23Q3 ’23: $11MQ4 ’23: $13MQ4 ’23Q1 ’24: $16MQ2 ’24: $18MQ2 ’24Q3 ’24: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202416.8K$14M+2.23%
Q2 202416.8K$18M+2.93%
Q1 202416.8K$16M+2.82%
Q4 202316.8K$13M+2.61%
Q3 202316.8K$11M+2.27%
Q2 202316.8K$11M+2.26%
Q1 202316.8K$9M+2.01%
Q4 202216.8K$7M+1.66%
Q3 202216.9K$6M+1.58%
Q2 202216.9K$7M+1.74%
Q1 202217.0K$9M+1.86%
Q4 202117.0K$12M+2.38%
Q3 202117.0K$10M+2.92%
Q3 201917.1K$4M+1.27%
Q1 201917.1K$3M+0.99%
Q4 201817.1K$2M+0.84%

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