SEC 13F Intelligence

Wd Rutherford LLC / LRCX

Wd Rutherford LLC’s Lam Research Corp Position

Does Wd Rutherford LLC own Lam Research Corp (LRCX)? Yes12.3K shares worth $3M (+1.17% of its 13F portfolio) as of Q1 2026, up from 10.1K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.3K
% of Portfolio
+1.17%
Quarters Held
3
currently held

Position History LRCX

Reported value by quarter
Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.3K$3M+1.17%
Q4 202510.1K$2M+0.72%
Q3 20258.3K$1M+0.47%

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