Question 1

Does Davenport own LRCX stock?

Accepted Answer

Yes. As of its Q3 2026 13F, Davenport holds 17,825 shares of LRCX (Lam Research), worth $5.9M.

Question 2

How many shares of LRCX does Davenport own?

Accepted Answer

As of its Q3 2026 13F, Davenport holds 17,825 shares of LRCX (Lam Research).

Question 3

What is Davenport's LRCX position worth?

Accepted Answer

As of its Q3 2026 13F, Davenport's LRCX position is worth $5.9M.

Question 4

Is Davenport buying or selling LRCX?

Accepted Answer

In Q3 2026, Davenport reduced its LRCX position by 763 shares (-4.1%).

Question 5

When did Davenport first buy LRCX?

Accepted Answer

Davenport already held LRCX in its Q4 2024 13F, the earliest on record, and has listed it in 8 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q3 Latest	Decreased	17,825	-4.1%	$5.9M	0.0%	$328.51	0
2026-Q2	Increased	18,588	+1.8%	$8.1M	0.0%	$432.87	28
2026-Q1	Decreased	18,263	-10.7%	$3.9M	0.0%	$213.28	0
2025-Q4	Decreased	20,441	-20.4%	$3.5M	0.0%	$170.67	0
2025-Q3	Decreased	25,689	-6.7%	$3.4M	0.0%	$133.28	0
2025-Q2	Decreased	27,527	-11.3%	$2.7M	0.0%	$96.70	0
2025-Q1	Increased	31,043	+34.1%	$2.3M	0.0%	$72.04	34
2024-Q4	New	23,152	-	$1.7M	0.0%	$71.36	36

LRCX8 quarters

LRCX
8 quarters