FIRST FOUNDATION ADVISORS

Endowment

Position in LRCX — Lam Research Corp

CIK 1086763 Irvine, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,285,256

+$660,942 QoQ

Shares Held

2,966

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,739

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $37,970,469 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	34,278	$24,782,994
2	ASML	Asml Holding NV	5,422	$10,786,742
3	LRCX	Lam Research Corp This page	2,966	$1,285,256
4	Q	Qnity Electronics, Inc.	4,268	$697,006
5	KLAC	Kla Corp	1,387	$418,471

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,256	2,966	+1.5%	Shares	Defined	2026-08-14
2026-03-31	$624,314	2,922	+6.1%	Shares	Defined	2026-05-04
2025-12-31	$471,600	2,755	+56.4%	Shares	Defined	2026-02-04
2025-09-30	$235,797	1,761	-45.5%	Shares	Sole	2025-11-17
2025-03-31	$235,039	3,233	-83.9%	Shares	Sole	2025-05-08
2024-12-31	$1,446,188	20,022	+958.2%	Shares	Sole	2025-02-13
2024-09-30	$1,544,022	1,892	-7.0%	Shares	Sole	2024-11-14
2024-06-30	$2,165,903	2,034	-0.4%	Shares	Sole	2024-08-06
2024-03-31	$1,984,917	2,043	-6.3%	Shares	Sole	2024-05-10
2023-12-31	$1,708,289	2,181	-14.3%	Shares	Sole	2024-02-14
2023-09-30	$1,594,502	2,544	-6.9%	Shares	Defined	2023-11-15
2023-06-30	$1,757,578	2,734	+2.4%	Shares	Defined	2023-08-14
2023-03-31	$1,414,889	2,669	+6.6%	Shares	Sole	2023-05-12
2022-12-31	$1,052,431	2,504	-3.2%	Shares	Sole	2023-02-14
2022-09-30	$946,842	2,587	+36.0%	Shares	Sole	2022-11-14
2022-06-30	$810,537	1,902	-9.2%	Shares	Sole	2022-08-12
2022-03-31	$1,125,755	2,094	+4.6%	Shares	Sole	2022-05-05
2021-12-31	$1,439,019	2,001	+4.7%	Shares	Sole	2022-02-14
2021-09-30	$1,088,214	1,912	-4.4%	Shares	Sole	2021-11-15
2021-06-30	$1,302,050	2,001	+24.8%	Shares	Sole	2021-08-13
2021-03-31	$954,764	1,604	-0.6%	Shares	Sole	2021-05-18
2020-12-31	$761,771	1,613	-14.6%	Shares	Sole	2021-02-16
2020-09-30	$626,344	1,888	+5.6%	Shares	Sole	2020-11-12
2020-06-30	$578,346	1,788	-0.8%	Shares	Sole	2020-08-14
2020-03-31	$432,720	1,803	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.