Clark Capital Management Group, Inc.

Position in LRCX — Lam Research Corp

CIK 1352187 PHILADELPHIA, PA

Back to LRCX Full portfolio

Position in LRCX

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,565,273

-$487,004 QoQ

Shares Held

7,326

-38.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Clark Capital Management Group, Inc. holds $163,576,238 across 5 Semiconductor Equipment & Materials names. LRCX ranks #5 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	261,132	$89,252,306
2	ASML	Asml Holding NV	39,165	$51,730,306
3	PLAB	Photronics Inc	406,102	$16,410,581
4	KLAC	Kla Corp	31,362	$4,617,772
5	LRCX	Lam Research Corp This page	7,326	$1,565,273

All Filings in LRCX

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,565,273	7,326	-38.9%	Shares	Sole	2026-05-15
2025-12-31	$2,052,277	11,989	+5.7%	Shares	Sole	2026-02-17
2025-09-30	$1,519,229	11,346	+3.4%	Shares	Sole	2025-11-14
2025-06-30	$1,068,209	10,974	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$814,894	11,209	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.