Badgley Phelps Wealth Managers, LLC

Position in LRCX — Lam Research Corp

CIK 1895362 SEATTLE, WA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$89,179,747

+$41,868,159 QoQ

Shares Held

205,801

-7.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#315

of 3,103 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $149,782,753 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (59.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	205,801	$89,179,747
2	AMAT	Applied Materials Inc /De	82,648	$59,754,504
3	ASML	Asml Holding NV	243	$483,433
4	KLAC	Kla Corp	1,210	$365,069

All Filings in LRCX

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$89,179,747	205,801	-7.1%	Shares	Sole	2026-07-31
2026-03-31	$47,311,588	221,434	-27.3%	Shares	Sole	2026-04-15
2025-12-31	$52,130,130	304,534	+46.5%	Shares	Sole	2026-01-28
2025-09-30	$27,842,630	207,936	-4.2%	Shares	Sole	2025-11-04
2025-06-30	$21,126,478	217,038	-2.0%	Shares	Sole	2025-07-16
2025-03-31	$16,097,670	221,426	-5.8%	Shares	Sole	2025-04-30
2024-12-31	$16,974,266	235,003	+811.3%	Shares	Sole	2025-02-11
2024-09-30	$21,044,254	25,787	-23.1%	Shares	Sole	2024-10-18
2024-06-30	$35,710,809	33,536	-0.8%	Shares	Sole	2024-08-14
2024-03-31	$32,839,065	33,800	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$26,158,534	33,397	+7.8%	Shares	Sole	2024-02-14
2023-09-30	$19,419,841	30,984	+2.2%	Shares	Sole	2023-11-02
2023-06-30	$19,481,229	30,304	+1.5%	Shares	Sole	2023-08-15
2023-03-31	$15,825,142	29,852	+1.3%	Shares	Sole	2023-04-28
2022-12-31	$12,388,342	29,475	-38.5%	Shares	Sole	2023-01-27
2022-09-30	$17,544,942	47,937	+1.0%	Shares	Sole	2022-11-09
2022-06-30	$20,228,062	47,467	-1.8%	Shares	Sole	2022-08-01
2022-03-31	$25,977,315	48,320	-1.3%	Shares	Sole	2022-05-09
2021-12-31	$35,191,605	48,935	+2.7%	Shares	Sole	2022-02-08
2021-09-30	$27,114,875	47,641	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.