CSM Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1863523 WARRENDALE, PA

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,852,762

+$8,900,195 QoQ

Shares Held

41,199

-1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#660

of 3,114 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Technology · as of Jun 30, 2026

CSM Advisors, LLC holds $64,332,669 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	91,520	$27,612,499
2	AMAT	Applied Materials Inc /De	26,096	$18,867,408
3	LRCX	Lam Research Corp This page	41,199	$17,852,762

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,852,762	41,199	-1.7%	Shares	Sole	2026-08-14
2026-03-31	$8,952,567	41,901	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.