KLCM Advisors, Inc.

Position in LRCX — Lam Research Corp

CIK 1166620 MILWAUKEE, WI

Position in LRCX

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$3,560,216

+$989,606 QoQ

Shares Held

16,663

+11.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

KLCM Advisors, Inc. holds $6,752,389 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	16,663	$3,560,216
2	AEHR	Aehr Test Systems	75,000	$2,781,000
3	AMAT	Applied Materials Inc /De	1,203	$411,173

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,560,216	16,663	+11.0%	Shares	Sole	2026-04-30
2025-12-31	$2,570,610	15,017	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.