Heritage Trust Co

Bank

Position in LRCX — Lam Research Corp

CIK 1706028 OKLAHOMA CITY, OK

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,293,879

+$5,757,736 QoQ

Shares Held

26,063

+0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#795

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Heritage Trust Co holds $15,476,127 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (73.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	26,063	$11,293,879
2	ASML	Asml Holding NV	1,027	$2,043,154
3	KLAC	Kla Corp	3,620	$1,092,190
4	AMAT	Applied Materials Inc /De	1,448	$1,046,904

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,293,879	26,063	+0.6%	Shares	Sole	2026-08-06
2026-03-31	$5,536,143	25,911	+6.1%	Shares	Sole	2026-05-13
2025-12-31	$4,178,502	24,410	+2.5%	Shares	Sole	2026-02-10
2025-09-30	$3,190,033	23,824	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$2,244,756	23,061	-2.0%	Shares	Other	2025-08-12
2025-03-31	$1,711,502	23,542	-15.9%	Shares	Other	2025-05-09
2024-12-31	$2,023,089	28,009	+771.7%	Shares	Other	2025-02-13
2024-06-30	$3,421,363	3,213	+1.0%	Shares	Other	2024-08-12
2024-03-31	$3,091,535	3,182	-3.7%	Shares	Other	2024-05-10
2023-12-31	$2,587,890	3,304	+3.1%	Shares	Other	2024-02-09
2023-09-30	$2,008,797	3,205	-67.7%	Shares	Other	2023-11-08
2023-06-30	$6,369,456	9,908	+1.8%	Shares	Other	2023-08-11
2023-03-31	$5,161,778	9,737	+1.2%	Shares	Other	2023-05-12
2022-12-31	$4,044,125	9,622	+2.8%	Shares	Other	2023-02-10
2022-09-30	$3,427,224	9,364	+0.2%	Shares	Other	2022-11-10
2022-06-30	$3,982,797	9,346	-2.2%	Shares	Other	2022-08-11
2022-03-31	$5,135,250	9,552	-0.6%	Shares	Other	2022-05-11
2021-12-31	$6,907,435	9,605	+0.5%	Shares	Other	2022-02-09
2021-09-30	$5,440,504	9,559	-0.4%	Shares	Other	2021-11-09
2021-06-30	$6,242,815	9,594	-12.0%	Shares	Other	2021-08-09
2021-03-31	$6,486,924	10,898	+0.1%	Shares	Other	2021-05-12
2020-12-31	$5,142,075	10,888	+45.3%	Shares	Other	2021-02-11
2020-09-30	$2,486,134	7,494	+23.0%	Shares	Other	2020-11-13
2020-06-30	$1,971,487	6,095	+277.9%	Shares	Other	2020-08-04
2020-03-31	$387,120	1,613	—	Shares	Other	2020-05-11
No filing history on record for this holder in this stock.