Scott Black's LRCX Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 12,513 shares of Lam Research Corporation (LRCX) worth $1.68 M, representing 1.55% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Scott Black has maintained this position in LRCX for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q3 2025, reducing 4,149 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Lam Research Corporation (LRCX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lam Research Corporation (LRCX) Trades by Scott Black
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2025 | +16,668 | New Buy | 16,668 | $72.71 |
| Q2 2025 | -6 | Reduce 0.04% | 16,662 | $97.35 |
| Q3 2025 | -4,149 | Reduce 24.90% | 12,513 | $133.86 |
Scott Black's Lam Research Corporation Investment FAQs
Scott Black first purchased Lam Research Corporation (LRCX) in Q1 2025, acquiring 16,668 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Lam Research Corporation (LRCX) for 3 quarters since Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black's largest addition to Lam Research Corporation (LRCX) was in Q1 2025, adding 16,668 shares worth $1.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 12,513 shares of Lam Research Corporation (LRCX), valued at approximately $1.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lam Research Corporation (LRCX) represents approximately 1.55% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black's peak holding in Lam Research Corporation (LRCX) was 16,668 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.