SEC 13F Intelligence

Precedent Wealth Partners, LLC / LRCX

Precedent Wealth Partners, LLC’s Lam Research Corp Position

Does Precedent Wealth Partners, LLC own Lam Research Corp (LRCX)? Yes — 31.7K shares worth $7M (+1.36% of its 13F portfolio) as of Q1 2026, down from 32.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
31.7K
% of Portfolio
+1.36%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.7K$7M+1.36%
Q4 202532.1K$5M+1.15%
Q3 202533.7K$5M+0.99%
Q2 202532.6K$3M+0.78%
Q1 202528.8K$2M+0.58%
Q4 202425.7K$2M+0.60%

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