BEESE FULMER INVESTMENT MANAGEMENT, INC.

Position in LRCX — Lam Research Corp

CIK 911274 CANTON, OH

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$458,029

+$208,047 QoQ

Shares Held

1,057

-9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,354

of 3,103 holders

Holding Since

Mar 2026

2 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

BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $49,638,096 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	155,284	$46,850,735
2	TER	Teradyne, Inc	1,983	$959,454
3	AMAT	Applied Materials Inc /De	1,064	$769,272
4	LRCX	Lam Research Corp This page	1,057	$458,029
5	ONTO	Onto Innovation Inc.	993	$375,800
6	ASML	Asml Holding NV	113	$224,806

All Filings in LRCX

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,029	1,057	-9.7%	Shares	Sole	2026-07-29
2026-03-31	$249,982	1,170	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.