Frank, Rimerman Advisors LLC

Position in LRCX — Lam Research Corp

CIK 1977560 Palo Alto, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,721,507

+$4,131,592 QoQ

Shares Held

17,819

+6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#946

of 3,103 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $39,555,504 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	23,084	$16,689,732
2	ASML	Asml Holding NV	4,483	$8,918,659
3	LRCX	Lam Research Corp This page	17,819	$7,721,507
4	KLAC	Kla Corp	13,200	$3,982,572
5	TER	Teradyne, Inc	2,176	$1,052,835
6	NVMI	Nova Ltd.	1,109	$602,120
7	Q	Qnity Electronics, Inc.	3,601	$588,079

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,721,507	17,819	+6.1%	Shares	Sole	2026-07-27
2026-03-31	$3,589,915	16,802	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$2,873,941	16,789	+0.5%	Shares	Sole	2026-01-15
2025-09-30	$2,236,531	16,703	+7.4%	Shares	Sole	2025-11-04
2025-06-30	$1,514,513	15,559	-53.9%	Shares	Sole	2025-08-11
2025-03-31	$2,452,898	33,740	+124.1%	Shares	Sole	2025-05-12
2024-12-31	$1,087,711	15,059	+833.0%	Shares	Sole	2025-02-10
2024-09-30	$1,317,153	1,614	-44.6%	Shares	Sole	2024-10-24
2024-06-30	$3,100,843	2,912	+36300.0%	Shares	Sole	2024-08-13
2024-03-31	$7,772	8	0.0%	Shares	Sole	2024-05-09
2023-12-31	$6,266	8	-99.4%	Shares	Sole	2024-02-13
2022-03-31	$704,806	1,311	0.0%	Shares	Sole	2023-09-07
2021-12-31	$942,805	1,311	+64.5%	Shares	Sole	2023-09-07
2021-09-30	$453,612	797	—	Shares	Sole	2023-09-07
No filing history on record for this holder in this stock.