SEC 13F Intelligence

Carolina Wealth Advisors, LLC / LRCX

Carolina Wealth Advisors, LLC’s Lam Research Corp Position

Does Carolina Wealth Advisors, LLC own Lam Research Corp (LRCX)? Yes — 8.7K shares worth $4M (+1.48% of its 13F portfolio) as of Q2 2026, down from 11.4K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
8.7K
% of Portfolio
+1.48%
Quarters Held
3
currently held

Position History LRCX

Reported value by quarter
Q4 ’25: $393,029Q4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20268.7K$4M+1.48%
Q1 202611.4K$2M+1.01%
Q4 20252.3K$393,029+0.18%

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