Position
First Command Advisory Services, Inc. in Lam Research Corp
Back to the book · All holders of LRCX
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $80.3K$171.18 → $213.67
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 1.89K | $323.5K | — | — | — | 0.0% |
| Q1 2026 | 2.13K | $454.1K | $213.67 | $80.3K | $50.2K | 0.0% |