Northwest & Ethical Investments L.P.

Position in LRCX — Lam Research Corp

CIK 2033536 TORONTO, A6

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,212,582

-$788,700 QoQ

Shares Held

5,106

-63.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,439

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Northwest & Ethical Investments L.P. holds $109,166,483 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	267,866	$80,817,850
2	ASML	Asml Holding NV	11,583	$23,043,682
3	AMAT	Applied Materials Inc /De	3,995	$2,888,385
4	LRCX	Lam Research Corp This page	5,106	$2,212,582
5	ONTO	Onto Innovation Inc.	539	$203,984

All Filings in LRCX

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,212,582	5,106	-63.7%	Shares	Sole	2026-08-13
2026-03-31	$3,001,282	14,047	-32.0%	Shares	Sole	2026-05-14
2025-12-31	$3,536,749	20,661	-37.9%	Shares	Sole	2026-02-17
2025-09-30	$4,451,907	33,248	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$3,150,895	32,370	+2.9%	Shares	Sole	2025-08-13
2025-03-31	$2,287,869	31,470	-34.0%	Shares	Sole	2025-05-13
2024-12-31	$3,443,204	47,670	+872.5%	Shares	Sole	2025-02-11
2024-09-30	$4,000,424	4,902	-7.9%	Shares	Sole	2024-11-14
2024-06-30	$5,669,261	5,324	-2.1%	Shares	Sole	2024-08-14
2024-03-31	$5,284,369	5,439	-10.7%	Shares	Sole	2025-07-09
2023-12-31	$4,768,486	6,088	-7.6%	Shares	Sole	2025-07-09
2023-09-30	$4,128,533	6,587	0.0%	Shares	Sole	2025-07-09
2023-06-30	$4,234,518	6,587	0.0%	Shares	Sole	2025-07-09
2023-03-31	$3,491,900	6,587	0.0%	Shares	Sole	2025-07-09
2022-12-31	$2,768,516	6,587	-66.5%	Shares	Sole	2025-07-09
2022-09-30	$7,188,972	19,642	-34.0%	Shares	Sole	2025-07-09
2022-06-30	$12,674,553	29,742	+4.4%	Shares	Sole	2025-07-09
2022-03-31	$15,322,960	28,502	-7.8%	Shares	Sole	2025-07-09
2021-12-31	$22,223,892	30,903	+2.1%	Shares	Sole	2025-07-09
2021-09-30	$17,229,877	30,273	+144.6%	Shares	Sole	2025-07-09
2021-06-30	$8,052,412	12,375	-4.5%	Shares	Sole	2025-07-09
2021-03-31	$7,711,334	12,955	-23.4%	Shares	Sole	2025-07-09
2020-12-31	$7,990,808	16,920	0.0%	Shares	Sole	2025-07-08
2020-09-30	$5,613,210	16,920	+17.5%	Shares	Sole	2025-07-08
2020-06-30	$4,659,117	14,404	0.0%	Shares	Sole	2025-07-08
2020-03-31	$3,456,960	14,404	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.