Naples Global Advisors, LLC

SEC CIK: 0001582151
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

LRCX holding history

Lam Research Corp in every 13F filed by Naples Global Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LRCX overview All 13F holders of LRCX Full Q2 2026 holdings

Shares (Q2 2026): 67,346
Value: $29.2M
% of portfolio: 1.8%
Quarters held: 22; Since Q1 2021

Holdings of LRCX by Naples Global Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67,346	$29.2M	1.8%	−4,199−5.9%	Reduced	Holders
Q1 2026	71,545	$15.3M	1.1%	−4,036−5.3%	Reduced	Holders
Q4 2025	75,581	$13.0M	1.0%	−4,563−5.7%	Reduced	Holders
Q3 2025	80,144	$10.8M	0.8%	−435−0.5%	Reduced	Holders
Q2 2025	80,579	$7.86M	0.7%	+138+0.2%	Added	Holders
Q1 2025	80,441	$5.87M	0.6%	−422−0.5%	Reduced	Holders
Q4 2024	80,863	$5.86M	0.5%	+4,983+6.6%	AddedConverted for a 10-for-1 split	Holders
Q3 2024	7,588	$6.21M	0.6%	+162+2.2%	Added	Holders
Q2 2024	7,426	$7.92M	0.8%	−50−0.7%	Reduced	Holders
Q1 2024	7,476	$7.28M	0.7%	−192−2.5%	Reduced	Holders
Q4 2023	7,668	$6.02M	0.7%	−547−6.7%	Reduced	Holders
Q3 2023	8,215	$5.16M	0.6%	−169−2.0%	Reduced	Holders
Q2 2023	8,384	$5.40M	0.6%	+45+0.5%	Added	Holders
Q1 2023	8,339	$4.43M	0.6%	+41+0.5%	Added	Holders
Q4 2022	8,298	$3.50M	0.4%	+498+6.4%	Added	Holders
Q3 2022	7,800	$2.87M	0.4%	+210+2.8%	Added	Holders
Q2 2022	7,590	$3.24M	0.4%	+725+10.6%	Added	Holders
Q1 2022	6,865	$3.69M	0.4%	+187+2.8%	Added	Holders
Q4 2021	6,678	$4.80M	0.6%	+152+2.3%	Added	Holders
Q3 2021	6,526	$3.71M	0.5%	+44+0.7%	Added	Holders
Q2 2021	6,482	$4.22M	0.6%	−35−0.5%	Reduced	Holders
Q1 2021	6,517	$3.88M	0.6%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.