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LRCX position history

The shares of Lam Research (LRCX) that Murphy Pohlad Asset Management LLC reported in each quarter’s 13F.

Equity, COM NEW

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q2: 2,105 shares, $205K, 0.09% of portfolio, New
  2. 2025 Q3: 2,105 shares, $282K, 0.11% of portfolio
  3. 2025 Q4: 2,105 shares, $360K, 0.14% of portfolio
  4. 2026 Q1: 1,970 shares, $421K, 0.15% of portfolio, Reduce −6.4%
  5. 2026 Q2: 530 shares, $230K, 0.08% of portfolio, Reduce −73.1%
  6. 2026 Q3: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders