SEC 13F Intelligence

Ellsworth Advisors, LLC / LRCX

Ellsworth Advisors, LLC’s Lam Research Corp Position

Does Ellsworth Advisors, LLC own Lam Research Corp (LRCX)? Yes — 18.2K shares worth $6M (+1.00% of its 13F portfolio) as of Q2 2026, down from 21.5K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
18.2K
% of Portfolio
+1.00%
Quarters Held
7
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202618.2K$6M+1.00%
Q1 202621.5K$5M+0.86%
Q4 202523.0K$5M+0.99%
Q3 202524.1K$3M+0.74%
Q2 202524.5K$2M+0.58%
Q1 202522.1K$2M+0.42%
Q4 202420.2K$1M+0.38%

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