SEC 13F Intelligence

Mcbroom & Associates, LLC / LRCX

Mcbroom & Associates, LLC’s Lam Research Corp Position

Does Mcbroom & Associates, LLC own Lam Research Corp (LRCX)? Yes — 63.4K shares worth $14M (+7.55% of its 13F portfolio) as of Q1 2026, down from 82.6K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
63.4K
% of Portfolio
+7.55%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $6MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $11MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.4K$14M+7.55%
Q4 202582.6K$14M+6.87%
Q3 202585.6K$11M+5.45%
Q2 202589.3K$6M+3.71%
Q1 202589.3K$6M+3.71%
Q4 202487.6K$6M+3.58%

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