Progressive Investment Management Corp
Position in LRCX — Lam Research Corp
CIK 1353318
LAKE OSWEGO, OR
Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,750,063
+$8,876,764 QoQ
Shares Held
40,962
-1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
4.09%
of 13F equity value
Holder Rank
#659
of 3,103 holders
Holding Since
Jun 2024
9 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, 2026Progressive Investment Management Corp holds $61,215,447 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.0% of the industry book) .
All Filings in LRCX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,750,063 | 40,962 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,873,299 | 41,530 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,113,556 | 41,556 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,606,259 | 41,869 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,109,013 | 42,213 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,095,638 | 42,581 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,064,357 | 42,425 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,569,533 | 4,374 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,666,172 | 4,382 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||