Roundview Capital LLC

Position in LRCX — Lam Research Corp

CIK 1476804 PRINCETON, NJ

Position in LRCX

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

Position Value

$5,509,790

+$4,910,902 QoQ

Shares Held

12,715

+353.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#1,076

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Roundview Capital LLC holds $28,230,258 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	7,150	$14,224,495
2	AMAT	Applied Materials Inc /De	11,751	$8,495,973
3	LRCX	Lam Research Corp This page	12,715	$5,509,790

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,509,790	12,715	+353.6%	Shares	Sole	2026-07-30
2026-03-31	$598,888	2,803	-1.9%	Shares	Sole	2026-05-08
2025-12-31	$489,061	2,857	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.