JOHNSON INVESTMENT COUNSEL INC

Position in LRCX — Lam Research Corp

CIK 821197 Cincinnati, OH

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$10,245,221

+$5,337,451 QoQ

Shares Held

23,643

+2.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#822

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Technology · as of Jun 30, 2026

JOHNSON INVESTMENT COUNSEL INC holds $173,716,433 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	70,235	$139,728,311
2	AMAT	Applied Materials Inc /De	21,657	$15,658,011
3	LRCX	Lam Research Corp This page	23,643	$10,245,221
4	KLAC	Kla Corp	24,484	$7,387,067
5	Q	Qnity Electronics, Inc.	4,273	$697,823

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,245,221	23,643	+2.9%	Shares	Sole	2026-07-23
2026-03-31	$4,907,770	22,970	+41.3%	Shares	Sole	2026-05-04
2025-12-31	$2,782,873	16,257	-13.7%	Shares	Sole	2026-02-13
2025-09-30	$2,520,935	18,827	-2.0%	Shares	Sole	2025-11-06
2025-06-30	$1,870,096	19,212	-1.2%	Shares	Sole	2025-07-25
2025-03-31	$1,414,305	19,454	+769.6%	Shares	Sole	2025-04-21
2024-09-30	$1,825,570	2,237	-7.9%	Shares	Sole	2024-11-04
2024-06-30	$2,587,585	2,430	+73.6%	Shares	Sole	2024-08-08
2024-03-31	$1,360,198	1,400	-7.0%	Shares	Sole	2024-05-09
2023-12-31	$1,179,589	1,506	-4.6%	Shares	Sole	2024-02-07
2023-09-30	$989,669	1,579	+6.6%	Shares	Sole	2023-11-13
2023-06-30	$952,075	1,481	-3.9%	Shares	Sole	2023-08-10
2023-03-31	$816,914	1,541	+4.1%	Shares	Sole	2023-05-15
2022-12-31	$622,044	1,480	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$542,412	1,482	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$636,241	1,493	+2.2%	Shares	Sole	2022-08-15
2022-03-31	$785,448	1,461	0.0%	Shares	Sole	2022-05-11
2021-12-31	$1,050,678	1,461	0.0%	Shares	Sole	2022-02-15
2021-09-30	$831,528	1,461	+0.6%	Shares	Sole	2021-11-12
2021-06-30	$945,467	1,453	-17.1%	Shares	Sole	2021-08-13
2021-03-31	$1,043,455	1,753	-9.3%	Shares	Sole	2021-05-14
2020-12-31	$912,425	1,932	0.0%	Shares	Sole	2021-02-12
2020-09-30	$640,941	1,932	-6.0%	Shares	Sole	2020-11-16
2020-06-30	$665,033	2,056	-1.9%	Shares	Sole	2020-08-13
2020-03-31	$503,040	2,096	—	Shares	Sole	2020-05-20
No filing history on record for this holder in this stock.