Advisors Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 1345576 RIDGEWOOD, NJ

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$36,489,419

+$17,179,256 QoQ

Shares Held

84,207

-6.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#480

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisors Capital Management, LLC holds $60,421,250 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	84,207	$36,489,419
2	KLAC	Kla Corp	43,962	$13,263,775
3	AMAT	Applied Materials Inc /De	10,969	$7,930,587
4	ASML	Asml Holding NV	1,376	$2,737,469

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,489,419	84,207	-6.8%	Shares	Sole	2026-08-11
2026-03-31	$19,310,163	90,378	-3.8%	Shares	Sole	2026-05-01
2025-12-31	$16,077,739	93,923	-2.5%	Shares	Sole	2026-01-29
2025-09-30	$12,904,210	96,372	-0.7%	Shares	Sole	2025-11-07
2025-06-30	$9,450,837	97,091	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$7,093,339	97,570	+164.1%	Shares	Sole	2025-05-27
2024-12-31	$2,668,754	36,948	+884.0%	Shares	Sole	2025-02-13
2024-06-30	$3,998,511	3,755	+4.0%	Shares	Sole	2024-08-09
2024-03-31	$3,507,367	3,610	-34.6%	Shares	Sole	2024-05-06
2023-12-31	$4,323,595	5,520	-1.7%	Shares	Sole	2024-02-14
2023-09-30	$3,519,940	5,616	+20.5%	Shares	Sole	2023-11-15
2023-06-30	$2,997,013	4,662	+61.7%	Shares	Sole	2023-08-03
2023-03-31	$1,528,866	2,884	-6.0%	Shares	Sole	2023-05-04
2022-12-31	$1,289,060	3,067	-3.9%	Shares	Sole	2023-02-13
2022-09-30	$1,168,272	3,192	-28.1%	Shares	Sole	2022-11-16
2022-06-30	$1,890,827	4,437	+6.2%	Shares	Sole	2022-08-12
2022-03-31	$2,245,596	4,177	-6.3%	Shares	Sole	2022-05-10
2021-12-31	$3,205,970	4,458	+15.6%	Shares	Sole	2022-02-14
2021-09-30	$2,194,073	3,855	-5.6%	Shares	Sole	2021-11-12
2021-06-30	$2,656,808	4,083	+6.3%	Shares	Sole	2021-08-02
2021-03-31	$2,286,316	3,841	+8.5%	Shares	Sole	2021-05-12
2020-12-31	$1,671,363	3,539	+1.5%	Shares	Sole	2021-02-16
2020-09-30	$1,156,480	3,486	-33.7%	Shares	Sole	2020-11-05
2020-06-30	$1,700,429	5,257	-93.5%	Shares	Sole	2020-08-18
2020-03-31	$19,446,960	81,029	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.