DAVIS R M INC

Position in LRCX — Lam Research Corp

CIK 891287 PORTLAND, ME

Position in LRCX

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

Position Value

$1,125,791

+$608,948 QoQ

Shares Held

2,598

+7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,813

of 3,103 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DAVIS R M INC holds $105,749,765 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	50,859	$101,180,923
2	AMAT	Applied Materials Inc /De	3,728	$2,695,344
3	LRCX	Lam Research Corp This page	2,598	$1,125,791
4	KLAC	Kla Corp	1,400	$422,394
5	Q	Qnity Electronics, Inc.	1,992	$325,313

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,125,791	2,598	+7.4%	Shares	Sole	2026-08-14
2026-03-31	$516,843	2,419	-4.0%	Shares	Sole	2026-05-13
2025-12-31	$431,202	2,519	+5.0%	Shares	Sole	2026-02-12
2025-09-30	$321,226	2,399	-30.0%	Shares	Sole	2025-11-12
2025-06-30	$333,778	3,429	+597.0%	Shares	Sole	2025-08-07
2023-09-30	$308,370	492	-2.2%	Shares	Sole	2023-11-14
2023-06-30	$323,358	503	+2.4%	Shares	Sole	2023-08-10
2023-03-31	$260,288	491	-4.5%	Shares	Sole	2023-05-01
2022-12-31	$216,034	514	+10.3%	Shares	Sole	2023-02-14
2022-03-31	$250,526	466	+19.2%	Shares	Sole	2022-05-05
2021-12-31	$281,187	391	-3.0%	Shares	Sole	2022-02-08
2021-09-30	$229,367	403	+3.1%	Shares	Sole	2021-11-08
2021-06-30	$254,423	391	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.