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LRCXLRCX
7 quarters

Position history for SHELTON CAPITAL MANAGEMENTSHELTON CAPITAL MANAGEMENT's holdings in LAM RESEARCH CORP COM NEW

SHELTON CAPITAL MANAGEMENT holds 270,819 shares of LRCX (LAM RESEARCH CORP COM NEW), worth $117.4M as of 2026-Q2. The position was increased (+2.5% shares). LRCX represents 2.2% of SHELTON CAPITAL MANAGEMENT's portfolio.

Current Value

$117.4M

Current Shares

270,819

Total Value Change

+$103.9M

Total Shares Change

+84,823

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
270,819
+2.5%
$117.4M2.2%$433.33
53
2026-Q1
Decreased
264,254
-47.0%
$56.5M1.2%$217.27
0
2025-Q4
Increased
498,958
+65.8%
$85.4M1.7%$173.78
69
2025-Q3
Increased
301,020
+71.7%
$40.3M0.9%$130.87
61
2025-Q2
Decreased
175,361
-2.8%
$17.1M0.4%$96.85
0
2025-Q1
Decreased
180,368
-3.0%
$13.1M0.3%$72.17
0
2024-Q4
New
185,996
-
$13.4M0.3%$71.50
46

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

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