OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1005607 SAN FRANCISCO, CA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,456,422

+$654,984 QoQ

Shares Held

3,361

-10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,659

of 3,103 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $17,344,225 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	7,341	$14,604,478
2	LRCX	Lam Research Corp This page	3,361	$1,456,422
3	AMAT	Applied Materials Inc /De	1,775	$1,283,325

All Filings in LRCX

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18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,456,422	3,361	-10.4%	Shares	Sole	2026-08-04
2026-03-31	$801,438	3,751	-8.5%	Shares	Sole	2026-04-27
2025-12-31	$702,009	4,101	+100.0%	Shares	Sole	2026-01-27
2025-09-30	$274,628	2,051	-33.2%	Shares	Sole	2025-10-30
2025-03-31	$223,261	3,071	-23.2%	Shares	Sole	2025-04-21
2024-12-31	$288,992	4,001	+900.2%	Shares	Sole	2025-01-24
2024-09-30	$326,432	400	-12.1%	Shares	Sole	2024-10-23
2024-06-30	$484,506	455	0.0%	Shares	Sole	2024-07-22
2024-03-31	$442,064	455	0.0%	Shares	Sole	2024-04-25
2023-12-31	$356,383	455	-7.3%	Shares	Sole	2024-01-22
2023-09-30	$307,744	491	+7.9%	Shares	Sole	2023-10-26
2023-06-30	$292,501	455	0.0%	Shares	Sole	2023-07-20
2023-03-31	$241,204	455	0.0%	Shares	Sole	2023-04-24
2022-03-31	$244,612	455	-9.2%	Shares	Sole	2022-05-05
2021-12-31	$360,294	501	+6.6%	Shares	Sole	2022-01-31
2021-09-30	$267,500	470	0.0%	Shares	Sole	2021-10-25
2021-06-30	$305,829	470	+3.3%	Shares	Sole	2021-08-09
2021-03-31	$270,834	455	—	Shares	Sole	2021-08-09
No filing history on record for this holder in this stock.