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 Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$21,276,503

+$19,711,230 QoQ

Shares Held

49,100

+570.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#601

of 3,103 holders

Holding Since

Mar 2020

17 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

Clark Capital Management Group, Inc. holds $332,241,783 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	164,557	$118,974,711
2	KLAC	Kla Corp	329,238	$99,334,396
3	ASML	Asml Holding NV	46,574	$92,656,173
4	LRCX	Lam Research Corp This page	49,100	$21,276,503

All Filings in LRCX

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17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,276,503	49,100	+570.2%	Shares	Sole	2026-08-11
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	+4949.1%	Shares	Sole	2025-05-15
2024-06-30	$236,396	222	+5.2%	Shares	Sole	2024-08-14
2024-03-31	$205,001	211	-99.5%	Shares	Sole	2024-05-15
2022-03-31	$21,737,722	40,434	-20.7%	Shares	Sole	2022-05-16
2021-12-31	$36,666,581	50,986	+3.2%	Shares	Sole	2022-02-14
2021-09-30	$28,114,302	49,397	+3.1%	Shares	Sole	2021-11-15
2021-06-30	$31,165,276	47,895	+2.7%	Shares	Sole	2021-08-02
2021-03-31	$27,772,112	46,657	-7.7%	Shares	Sole	2021-05-17
2020-12-31	$23,868,525	50,540	-23.0%	Shares	Sole	2021-01-26
2020-09-30	$21,769,435	65,620	-36.7%	Shares	Sole	2020-11-12
2020-06-30	$33,546,036	103,710	-1.6%	Shares	Sole	2020-08-14
2020-03-31	$25,298,160	105,409	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.