Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,572,554
+$823,890 QoQ
Shares Held
3,629
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,613
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, 2026JAMES INVESTMENT RESEARCH, INC. holds $36,414,483 across 8 Semiconductor Equipment & Materials names. LRCX ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVMI |
Nova Ltd.
|
29,448 | $15,988,497 | |
| 2 | ASML |
Asml Holding NV
|
6,263 | $12,459,862 | |
| 3 | ACMR |
ACM Research, Inc.
|
29,650 | $3,762,288 | |
| 4 | LRCX |
Lam Research Corp
This page
|
3,629 | $1,572,554 | |
| 5 | PLAB |
Photronics Inc
|
41,586 | $1,352,792 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
3,408 | $645,645 | |
| 7 | ASYS |
Amtech Systems Inc
|
14,600 | $336,968 | |
| 8 | TRT |
Trio-Tech International
|
24,016 | $295,877 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,554 | 3,629 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $748,664 | 3,504 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $768,427 | 4,489 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $536,135 | 4,004 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $423,915 | 4,355 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $290,800 | 4,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $288,920 | 4,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $326,432 | 400 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $425,940 | 400 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $439,149 | 452 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $313,304 | 400 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $250,708 | 400 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $258,429 | 402 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $213,108 | 402 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $183,671 | 437 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $5,526,600 | 15,100 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,945,818 | 16,299 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $11,190,351 | 20,815 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,102,825 | 23,782 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $14,242,977 | 25,025 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $16,533,635 | 25,409 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $15,406,000 | 25,882 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $12,630,859 | 26,745 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $8,070,482 | 24,327 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $129,384 | 400 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $110,400 | 460 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||