Back to NorthCoast Asset Management LLC NorthCoast Asset Management LLC

LRCXLRCX
7 quarters

Position history for NorthCoast Asset Management LLCNorthCoast Asset Management LLC's holdings in LAM RESEARCH CORP COM NEW

NorthCoast Asset Management LLC holds 134,134 shares of LRCX (LAM RESEARCH CORP COM NEW), worth $58.1M as of 2026-Q2. The position was decreased (-36.2% shares). LRCX represents 1.3% of NorthCoast Asset Management LLC's portfolio.

Current Value

$58.1M

Current Shares

134,134

Total Value Change

+$43.8M

Total Shares Change

-63,941

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
134,134
-36.2%
$58.1M1.3%$433.33
0
2026-Q1
Decreased
210,149
-24.9%
$44.9M1.0%$217.27
0
2025-Q4
Decreased
279,906
-88.2%
$47.9M1.1%$173.78
0
2025-Q3
Decreased
2.4M
-2.3%
$318.5M1.2%$130.87
0
2025-Q2
Increased
2.4M
+2.3%
$236.8M1.0%$96.85
49
2025-Q1
Increased
2.4M
+1100.7%
$172.9M0.9%$72.17
69
2024-Q4
New
198,075
-
$14.3M0.1%$71.50
39

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

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