FLPUTNAM INVESTMENT MANAGEMENT CO

Position in LRCX — Lam Research Corp

CIK 1140334 PORTLAND, ME

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$126,853,457

+$44,578,547 QoQ

Shares Held

292,741

-24.0% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

#262

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Technology · as of Jun 30, 2026

FLPUTNAM INVESTMENT MANAGEMENT CO holds $245,049,460 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	292,741	$126,853,457
2	ASML	Asml Holding NV	26,104	$51,932,339
3	AMAT	Applied Materials Inc /De	55,311	$39,989,853
4	KLAC	Kla Corp	87,083	$26,273,811

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,853,457	292,741	-24.0%	Shares	Sole	2026-08-06
2026-03-31	$82,274,910	385,074	-20.6%	Shares	Sole	2026-05-05
2025-12-31	$82,993,028	484,829	-2.4%	Shares	Sole	2026-02-09
2025-09-30	$66,528,750	496,854	+5.3%	Shares	Sole	2025-10-10
2025-06-30	$45,913,428	471,681	-1.0%	Shares	Sole	2025-08-12
2025-03-31	$34,620,612	476,212	+1.0%	Shares	Sole	2025-05-15
2024-12-31	$34,048,427	471,389	+651.2%	Shares	Sole	2025-02-05
2024-09-30	$51,212,284	62,754	+8.4%	Shares	Sole	2024-11-08
2024-06-30	$61,620,739	57,868	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$57,469,337	59,151	-3.5%	Shares	Sole	2024-05-03
2023-12-31	$48,014,621	61,301	+3.6%	Shares	Sole	2024-01-30
2023-09-30	$37,102,276	59,196	-2.1%	Shares	Sole	2023-11-06
2023-06-30	$38,889,815	60,495	+0.6%	Shares	Sole	2023-08-14
2023-03-31	$31,877,175	60,132	+29.5%	Shares	Sole	2023-04-27
2022-12-31	$19,522,935	46,450	+2.3%	Shares	Sole	2023-01-31
2022-09-30	$16,618,230	45,405	-3.2%	Shares	Sole	2022-11-07
2022-06-30	$19,980,895	46,887	-12.7%	Shares	Sole	2022-08-08
2022-03-31	$28,864,280	53,690	-0.7%	Shares	Sole	2022-04-28
2021-12-31	$38,885,159	54,071	-7.4%	Shares	Sole	2022-02-15
2021-09-30	$33,240,067	58,403	+3.1%	Shares	Sole	2021-10-26
2021-06-30	$36,856,298	56,641	-0.7%	Shares	Sole	2021-08-11
2021-03-31	$33,950,108	57,036	-1.3%	Shares	Sole	2021-05-14
2020-12-31	$27,281,148	57,766	+1.2%	Shares	Sole	2021-02-02
2020-09-30	$18,938,944	57,088	-7.1%	Shares	Sole	2020-11-03
2020-06-30	$19,871,441	61,434	+28.0%	Shares	Sole	2020-08-13
2020-03-31	$11,514,480	47,977	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.