American Trust

Position in LRCX — Lam Research Corp

CIK 1905128 LEXINGTON, KY

Position in LRCX

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

Position Value

$375,263

-$76,024 QoQ

Shares Held

866

-87.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,489

of 3,103 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

American Trust holds $13,363,285 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	32,032	$9,664,374
2	ASML	Asml Holding NV	822	$1,635,319
3	AMAT	Applied Materials Inc /De	1,622	$1,172,706
4	LRCX	Lam Research Corp This page	866	$375,263
5	ENTG	Entegris Inc	1,511	$271,768
6	TER	Teradyne, Inc	504	$243,855

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,263	866	+23.4%	Shares	Sole	2026-08-14
2023-06-30	$451,287	702	-4.0%	Shares	Defined	2023-08-14
2023-03-31	$387,517	731	-0.9%	Shares	Defined	2023-05-22
2022-12-31	$310,181	738	+141.2%	Shares	Defined	2023-02-16
2021-12-31	$220,059	306	—	Shares	Defined	2022-03-17
No filing history on record for this holder in this stock.