TOWER BRIDGE ADVISORS

Position in LRCX — Lam Research Corp

CIK 1278249 WEST CONSHOHOCKEN, PA

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$44,802,854

+$21,958,755 QoQ

Shares Held

103,392

-3.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

4.37%

of 13F equity value

Holder Rank

#432

of 3,103 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

TOWER BRIDGE ADVISORS holds $47,507,443 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (94.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	103,392	$44,802,854
2	AMAT	Applied Materials Inc /De	2,841	$2,054,043
3	ASML	Asml Holding NV	327	$650,546

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,802,854	103,392	-3.3%	Shares	Sole	2026-08-12
2026-03-31	$22,844,099	106,918	-20.0%	Shares	Other	2026-05-12
2025-12-31	$22,890,360	133,721	-2.4%	Shares	Sole	2026-02-13
2025-09-30	$18,351,932	137,057	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$13,486,554	138,551	-2.0%	Shares	Sole	2025-08-11
2025-03-31	$10,283,415	141,450	+262.2%	Shares	Sole	2025-05-08
2024-12-31	$2,820,942	39,055	+985.5%	Shares	Sole	2025-02-05
2024-09-30	$2,936,255	3,598	+0.7%	Shares	Sole	2024-11-06
2024-06-30	$3,804,709	3,573	+1.6%	Shares	Sole	2024-07-24
2024-03-31	$3,417,983	3,518	-2.9%	Shares	Sole	2024-04-29
2023-12-31	$2,837,750	3,623	+3.9%	Shares	Sole	2024-02-14
2023-09-30	$2,186,173	3,488	+9.1%	Shares	Sole	2023-11-01
2023-06-30	$2,055,866	3,198	+7.2%	Shares	Sole	2023-07-20
2023-03-31	$1,581,347	2,983	+52.3%	Shares	Sole	2023-04-26
2022-12-31	$822,947	1,958	0.0%	Shares	Sole	2023-01-27
2022-09-30	$716,628	1,958	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$866,362	2,033	+4.3%	Shares	Sole	2022-07-21
2022-03-31	$1,047,801	1,949	-9.7%	Shares	Sole	2022-05-05
2021-12-31	$1,552,644	2,159	-2.5%	Shares	Sole	2022-02-09
2021-09-30	$1,260,098	2,214	+1.7%	Shares	Sole	2021-10-28
2021-06-30	$1,415,923	2,176	+15.4%	Shares	Sole	2021-08-10
2021-03-31	$1,122,027	1,885	+3.6%	Shares	Sole	2021-05-12
2020-12-31	$859,531	1,820	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.