SEC 13F Intelligence

Shelton Wealth Management, LLC / LRCX

Shelton Wealth Management, LLC’s Lam Research Corp Position

Does Shelton Wealth Management, LLC own Lam Research Corp (LRCX)? Yes — 12.2K shares worth $3M (+1.14% of its 13F portfolio) as of Q1 2026, down from 18.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
12.2K
% of Portfolio
+1.14%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.2K$3M+1.14%
Q4 202518.4K$3M+1.35%
Q3 202517.8K$2M+1.08%
Q2 202518.7K$2M+0.88%
Q1 202517.8K$1M+0.70%
Q4 202419.1K$1M+0.71%

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