American Trust Investment Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1291424 Lebanon, NH

Back to LRCX Full portfolio

Position in LRCX

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

Position Value

$9,725,658

+$2,860,122 QoQ

Shares Held

22,444

-30.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.99%

of 13F equity value

Holder Rank

#842

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, 2026

American Trust Investment Advisors, LLC holds $11,092,794 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (87.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	22,444	$9,725,658
2	ASML	Asml Holding NV	560	$1,114,086
3	AMAT	Applied Materials Inc /De	350	$253,050

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,725,658	22,444	-30.2%	Shares	Sole	2026-08-14
2026-03-31	$6,865,536	32,133	-31.8%	Shares	Sole	2026-05-15
2025-12-31	$8,070,109	47,144	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$6,310,974	47,132	-5.0%	Shares	Sole	2025-11-14
2025-06-30	$4,826,798	49,587	-14.5%	Shares	Sole	2025-08-14
2025-03-31	$4,216,381	57,997	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$4,119,060	57,027	+970.1%	Shares	Sole	2025-02-14
2024-09-30	$4,348,890	5,329	+13.0%	Shares	Sole	2024-11-14
2024-06-30	$5,020,767	4,715	-5.3%	Shares	Sole	2024-08-14
2024-03-31	$4,836,475	4,978	-3.0%	Shares	Sole	2024-05-15
2023-12-31	$4,018,123	5,130	-15.8%	Shares	Sole	2024-02-14
2023-09-30	$3,818,282	6,092	+1.1%	Shares	Sole	2023-11-14
2023-06-30	$3,872,588	6,024	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$3,206,165	6,048	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$2,537,771	6,038	+0.4%	Shares	Sole	2023-02-13
2022-09-30	$2,200,758	6,013	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$2,494,682	5,854	+1.6%	Shares	Sole	2022-07-14
2022-03-31	$3,098,784	5,764	-3.3%	Shares	Sole	2022-04-19
2021-12-31	$4,284,695	5,958	-0.1%	Shares	Sole	2022-02-14
2021-09-30	$3,395,548	5,966	-7.6%	Shares	Sole	2021-11-10
2021-06-30	$4,200,919	6,456	-4.7%	Shares	Sole	2021-08-10
2021-03-31	$4,030,370	6,771	-59.4%	Shares	Sole	2021-05-17
2020-12-31	$7,875,574	16,676	+0.1%	Shares	Sole	2021-01-29
2020-09-30	$5,528,613	16,665	-0.9%	Shares	Sole	2020-10-23
2020-06-30	$5,438,979	16,815	+0.3%	Shares	Sole	2020-08-14
2020-03-31	$4,023,600	16,765	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.