SEC 13F Intelligence

Cornerstone Select Advisors, LLC / LRCX

Cornerstone Select Advisors, LLC’s Lam Research Corp Position

Does Cornerstone Select Advisors, LLC own Lam Research Corp (LRCX)? Yes — 23.4K shares worth $5M (+3.13% of its 13F portfolio) as of Q1 2026, up from 22.9K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
23.4K
% of Portfolio
+3.13%
Quarters Held
6
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.4K$5M+3.13%
Q4 202522.9K$4M+2.72%
Q3 202523.6K$3M+2.32%
Q2 202523.6K$2M+2.02%
Q1 202524.1K$2M+1.66%
Q4 202423.6K$2M+1.64%

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