NAPLES GLOBAL ADVISORS, LLC

Position in LRCX — Lam Research Corp

CIK 1582151 NAPLES, FL

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$29,183,042

+$13,896,738 QoQ

Shares Held

67,346

-5.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.52%

of 13F equity value

Holder Rank

#520

of 3,103 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $81,945,425 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	67,346	$29,183,042
2	AMAT	Applied Materials Inc /De	33,854	$24,476,442
3	KLAC	Kla Corp	65,827	$19,860,664
4	ASML	Asml Holding NV	4,235	$8,425,277

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,183,042	67,346	-5.9%	Shares	Sole	2026-07-23
2026-03-31	$15,286,304	71,545	-5.3%	Shares	Sole	2026-04-20
2025-12-31	$12,937,955	75,581	-5.7%	Shares	Sole	2026-02-04
2025-09-30	$10,731,281	80,144	-0.5%	Shares	Sole	2025-10-30
2025-06-30	$7,843,559	80,579	+0.2%	Shares	Sole	2025-07-18
2025-03-31	$5,848,060	80,441	-0.5%	Shares	Sole	2025-04-10
2024-12-31	$5,840,734	80,863	+965.7%	Shares	Sole	2025-01-29
2024-09-30	$6,192,415	7,588	+2.2%	Shares	Sole	2024-10-24
2024-06-30	$7,907,576	7,426	-0.7%	Shares	Sole	2024-07-18
2024-03-31	$7,263,457	7,476	-2.5%	Shares	Sole	2024-04-29
2023-12-31	$6,006,037	7,668	-6.7%	Shares	Sole	2024-01-11
2023-09-30	$5,148,915	8,215	-2.0%	Shares	Sole	2023-10-16
2023-06-30	$5,389,738	8,384	+0.5%	Shares	Sole	2023-07-17
2023-03-31	$4,420,670	8,339	+6.9%	Shares	Sole	2023-04-17
2022-09-30	$2,854,800	7,800	+2.8%	Shares	Sole	2022-10-20
2022-06-30	$3,234,478	7,590	+10.6%	Shares	Sole	2022-08-11
2022-03-31	$3,690,692	6,865	+2.8%	Shares	Sole	2022-04-28
2021-12-31	$4,802,483	6,678	+3.0%	Shares	Sole	2022-02-04
2021-06-30	$4,217,837	6,482	-0.5%	Shares	Sole	2021-08-06
2021-03-31	$3,879,179	6,517	-2.8%	Shares	Sole	2021-05-10
2020-12-31	$3,165,153	6,702	-5.9%	Shares	Sole	2021-02-08
2020-09-30	$2,362,391	7,121	+1.1%	Shares	Sole	2020-10-26
2020-06-30	$2,279,099	7,046	+2.2%	Shares	Sole	2020-08-04
2020-03-31	$1,653,840	6,891	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.