TEALWOOD ASSET MANAGEMENT INC

Position in LRCX — Lam Research Corp

CIK 1164062 Minneapolis, MN

Position in LRCX

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

Position Value

$3,009,476

+$1,136,747 QoQ

Shares Held

6,945

-20.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#1,322

of 3,103 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Technology · as of Jun 30, 2026

TEALWOOD ASSET MANAGEMENT INC holds $15,470,432 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	17,106	$5,161,051
2	TER	Teradyne, Inc	7,867	$3,806,369
3	AMAT	Applied Materials Inc /De	4,832	$3,493,536
4	LRCX	Lam Research Corp This page	6,945	$3,009,476

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,009,476	6,945	-20.8%	Shares	Sole	2026-07-14
2026-03-31	$1,872,729	8,765	-45.5%	Shares	Sole	2026-04-09
2025-12-31	$2,753,772	16,087	-2.9%	Shares	Sole	2026-01-07
2025-09-30	$2,217,384	16,560	-4.4%	Shares	Sole	2025-10-17
2025-06-30	$1,685,928	17,320	-2.2%	Shares	Sole	2025-07-17
2025-03-31	$1,287,298	17,707	-0.5%	Shares	Sole	2025-04-11
2024-12-31	$1,285,116	17,792	+903.5%	Shares	Sole	2025-01-13
2024-09-30	$1,446,909	1,773	+1.5%	Shares	Sole	2024-10-08
2024-06-30	$1,860,292	1,747	-20.6%	Shares	Sole	2024-07-09
2024-03-31	$2,136,482	2,199	-0.8%	Shares	Sole	2024-04-11
2023-12-31	$1,736,487	2,217	+1.0%	Shares	Sole	2024-01-08
2023-09-30	$1,375,133	2,194	+2.0%	Shares	Sole	2023-11-08
2023-06-30	$1,383,434	2,152	+1.2%	Shares	Sole	2023-07-26
2023-03-31	$1,127,035	2,126	-3.0%	Shares	Sole	2023-04-12
2022-12-31	$920,877	2,191	-0.8%	Shares	Sole	2023-01-17
2022-09-30	$808,494	2,209	+1.2%	Shares	Sole	2022-11-16
2022-06-30	$929,859	2,182	+0.4%	Shares	Sole	2022-07-20
2022-03-31	$1,168,764	2,174	+60.6%	Shares	Sole	2022-05-02
2021-12-31	$973,729	1,354	-5.1%	Shares	Sole	2022-03-15
2021-09-30	$812,177	1,427	+0.1%	Shares	Sole	2021-12-02
2021-03-31	$848,812	1,426	-5.5%	Shares	Sole	2021-06-21
2020-12-31	$712,655	1,509	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.