Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,057,771
+$4,103,993 QoQ
Shares Held
18,595
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#925
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $34,483,403 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
12,630 | $25,126,625 | |
| 2 | LRCX |
Lam Research Corp
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|
18,595 | $8,057,771 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,485 | $1,073,655 | |
| 4 | Q |
Qnity Electronics, Inc.
|
560 | $91,453 | |
| 5 | TER |
Teradyne, Inc
|
108 | $52,254 | |
| 6 | ENTG |
Entegris Inc
|
133 | $23,921 | |
| 7 | ONTO |
Onto Innovation Inc.
|
43 | $16,273 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
100 | $8,623 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,057,771 | 18,595 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,953,778 | 18,505 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,827,893 | 16,520 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,229,435 | 16,650 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,873,795 | 19,250 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,446,730 | 19,900 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,469,880 | 20,350 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,655,010 | 2,028 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,421,468 | 2,274 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,148,141 | 2,211 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,711,423 | 2,185 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,394,563 | 2,225 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,476,006 | 2,296 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,225,107 | 2,311 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,428,599 | 3,399 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,658,712 | 4,532 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,941,539 | 4,556 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,559,561 | 4,761 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,444,728 | 4,790 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,295,951 | 4,034 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $48,802 | 75 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $44,643 | 75 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $35,420 | 75 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $24,881 | 75 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $25,553 | 79 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $17,280 | 72 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||