GRIMES & Co WEALTH MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1321993 WESTBOROUGH, MA

Position in LRCX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$6,878,679

+$2,942,849 QoQ

Shares Held

15,874

-13.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#997

of 3,114 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $93,834,317 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	62,818	$45,417,414
2	ASML	Asml Holding NV	11,100	$22,082,782
3	KLAC	Kla Corp	63,613	$19,192,677
4	LRCX	Lam Research Corp This page	15,874	$6,878,679
5	Q	Qnity Electronics, Inc.	1,609	$262,765

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,878,679	15,874	-13.8%	Shares	Other	2026-07-17
2026-03-31	$3,935,830	18,421	+53.8%	Shares	Sole	2026-04-21
2025-12-31	$2,050,051	11,976	+28.0%	Shares	Sole	2026-02-03
2025-09-30	$1,252,768	9,356	—	Shares	Sole	2025-10-27
No filing history on record for this holder in this stock.