SEC 13F Intelligence

Gradient Capital Advisors, LLC / LRCX

Gradient Capital Advisors, LLC’s Lam Research Corp Position

Does Gradient Capital Advisors, LLC own Lam Research Corp (LRCX)? Yes — 15.6K shares worth $7M (+1.57% of its 13F portfolio) as of Q2 2026, down from 20.6K shares the prior filed quarter.

Position Value
$7M
Q2 2026
Shares
15.6K
% of Portfolio
+1.57%
Quarters Held
8
currently held

Position History LRCX

Reported value by quarter
Q3 ’24: $2MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26Q2 ’26: $7MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202615.6K$7M+1.57%
Q1 202620.6K$4M+1.14%
Q4 202521.4K$4M+0.94%
Q3 202521.9K$3M+0.79%
Q2 202522.4K$2M+0.64%
Q1 202521.6K$2M+0.51%
Q4 202422.9K$2M+0.53%
Q3 20242.3K$2M+0.62%

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