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

Yes. NorthCoast Asset Management holds 134,134 shares of LRCX (Lam Research), worth $58.1M, as of its Q2 2026 13F filing. It reduced the position by 76,015 shares (-36.2%) from Q1 2026. NorthCoast Asset Management has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 1.3% of NorthCoast Asset Management's reported 13F 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%$432.87
0
2026-Q1
Decreased
210,149
-24.9%
$44.9M1.0%$213.28
0
2025-Q4
Decreased
279,906
-88.2%
$47.9M1.1%$170.67
0
2025-Q3
Decreased
2.4M
-2.3%
$318.5M1.2%$133.28
0
2025-Q2
Increased
2.4M
+2.3%
$236.8M1.0%$96.70
49
2025-Q1
Increased
2.4M
+1100.7%
$172.9M0.9%$72.04
69
2024-Q4
New
198,075
-
$14.3M0.1%$71.36
39

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

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