Baldwin Investment Management, LLC

Position in LRCX — Lam Research Corp

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$36,882,449

+$17,953,455 QoQ

Shares Held

85,114

-3.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

6.50%

of 13F equity value

Holder Rank

#475

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Technology · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $40,537,268 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	85,114	$36,882,449
2	ASML	Asml Holding NV	1,426	$2,836,941
3	AMAT	Applied Materials Inc /De	432	$312,336
4	Q	Qnity Electronics, Inc.	1,710	$279,260
5	KLAC	Kla Corp	750	$226,282

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,882,449	85,114	-3.9%	Shares	Sole	2026-07-28
2026-03-31	$18,928,994	88,594	-9.7%	Shares	Sole	2026-05-12
2025-12-31	$16,798,578	98,134	-1.9%	Shares	Sole	2026-02-13
2025-09-30	$13,393,749	100,028	-1.7%	Shares	Sole	2025-11-10
2025-06-30	$9,906,097	101,768	+0.4%	Shares	Sole	2025-08-11
2025-03-31	$7,372,288	101,407	-1.6%	Shares	Sole	2025-05-07
2024-12-31	$7,442,723	103,042	+905.4%	Shares	Sole	2025-02-14
2024-09-30	$8,364,003	10,249	+1.4%	Shares	Sole	2024-11-13
2024-06-30	$10,767,763	10,112	-0.2%	Shares	Sole	2024-07-30
2024-03-31	$9,842,004	10,130	+2.7%	Shares	Sole	2024-05-14
2023-12-31	$7,726,076	9,864	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$6,166,163	9,838	-2.9%	Shares	Sole	2023-11-14
2023-06-30	$6,514,743	10,134	-2.4%	Shares	Sole	2023-08-01
2023-03-31	$5,504,766	10,384	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$4,386,250	10,436	-2.8%	Shares	Sole	2023-02-10
2022-09-30	$3,930,108	10,738	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$4,512,502	10,589	+0.5%	Shares	Sole	2022-08-02
2022-03-31	$5,665,334	10,538	+1.9%	Shares	Sole	2022-05-16
2021-12-31	$7,436,011	10,340	+0.9%	Shares	Sole	2022-02-11
2021-09-30	$5,834,925	10,252	-0.7%	Shares	Sole	2021-11-15
2021-06-30	$6,715,874	10,321	+1.1%	Shares	Sole	2021-08-16
2021-03-31	$6,075,019	10,206	-15.9%	Shares	Sole	2021-05-14
2020-12-31	$5,731,468	12,136	+3.7%	Shares	Sole	2021-02-16
2020-09-30	$3,882,138	11,702	+45.4%	Shares	Sole	2020-11-13
2020-06-30	$2,603,853	8,050	+0.4%	Shares	Sole	2020-07-27
2020-03-31	$1,923,600	8,015	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.