Smith Group Asset Management, LLC

SEC CIK: 0001893134
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

LRCX holding history

Lam Research Corp in every 13F filed by Smith Group Asset Management, 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): 175,747
Value: $76.2M
% of portfolio: 3.1%
Quarters held: 3; Since Q4 2025

Holdings of LRCX by Smith Group Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	175,747	$76.2M	3.1%	+171,610+4,148.2%	Added	Holders
Q1 2026	4,137	$883.9K	<0.1%	−118−2.8%	Reduced	Holders
Q4 2025	4,255	$728.4K	<0.1%	+4,255	New	Holders