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Fulcrum Equity Management

Position in LRCX — Lam Research Corp

CIK 1737888 PLANO, TX

Position in LRCX

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$728,427
+$350,677 QoQ
Shares Held
1,681
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#2,040
of 3,103 holders
Holding Since
Dec 2025
3 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

Fulcrum Equity Management holds $3,416,723 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 LRCX
Lam Research Corp
This page
1,681 $728,427

All Filings in LRCX

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $728,427 1,681
2026-03-31 $377,750 1,768
2025-12-31 $231,777 1,354