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LRCX
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Position history for NorthCoast Asset Management LLC's holdings in LAM RESEARCH CORP

NorthCoast Asset Management LLC holds 210,149 shares of LRCX (LAM RESEARCH CORP), worth $44.9M as of 2026-Q1. The position was decreased (-24.9% shares). LRCX represents 1.0% of NorthCoast Asset Management LLC's portfolio.

Current Value

$44.9M

Current Shares

210,149

Total Value Change

+$12.1M

Total Shares Change

+179,314

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
Increased
198,075
+554.2%
$14.3M0.1%$71.50
45
2024-Q3
Decreased
30,277
-1.8%
$23M0.2%$81.71
0
2024-Q2
Increased
30,835
+173.3%
$32.8M0.3%$104.88
56

Other major holders of LRCX: BlackRock, Inc., VANGUARD GROUP INC, VANGUARD CAPITAL MANAGEMENT LLC

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