Goelzer Investment Management, Inc.

Position in LRCX — Lam Research Corp

CIK 1550057 CARMEL, IN

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,597,882

+$3,189,365 QoQ

Shares Held

15,226

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,010

of 3,103 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $18,452,848 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	35,384	$10,675,706
2	LRCX	Lam Research Corp This page	15,226	$6,597,882
3	ASML	Asml Holding NV	290	$576,937
4	AMAT	Applied Materials Inc /De	450	$325,350
5	Q	Qnity Electronics, Inc.	1,696	$276,973

All Filings in LRCX

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14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,597,882	15,226	-4.6%	Shares	Sole	2026-07-15
2026-03-31	$3,408,517	15,953	-0.7%	Shares	Sole	2026-04-09
2025-12-31	$2,749,835	16,064	+0.6%	Shares	Sole	2026-01-14
2025-09-30	$2,137,579	15,964	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$1,552,865	15,953	+8123.2%	Shares	Sole	2025-07-09
2024-06-30	$206,580	194	-11.4%	Shares	Sole	2024-08-09
2024-03-31	$212,773	219	-15.4%	Shares	Sole	2024-05-02
2023-12-31	$202,864	259	-78.6%	Shares	Sole	2024-02-08
2022-09-30	$442,128	1,208	+37.6%	Shares	Sole	2022-11-14
2022-06-30	$374,159	878	+13.3%	Shares	Sole	2022-08-01
2022-03-31	$416,647	775	-3.1%	Shares	Sole	2022-05-10
2021-12-31	$575,320	800	+6.7%	Shares	Sole	2022-02-11
2021-09-30	$426,862	750	0.0%	Shares	Sole	2021-10-29
2021-06-30	$488,025	750	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.