LEAVELL INVESTMENT MANAGEMENT, INC.

Position in LRCX — Lam Research Corp

CIK 924181 MOBILE, AL

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,327,805

+$6,249,392 QoQ

Shares Held

28,449

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#771

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

LEAVELL INVESTMENT MANAGEMENT, INC. holds $26,163,298 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	28,449	$12,327,805
2	ASML	Asml Holding NV	2,882	$5,733,565
3	AMAT	Applied Materials Inc /De	6,500	$4,699,500
4	KLAC	Kla Corp	6,167	$1,860,645
5	ACLS	Axcelis Technologies Inc	4,491	$850,819
6	Q	Qnity Electronics, Inc.	4,231	$690,964

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	$12,327,805	28,449	0.0%	Shares	Sole	2026-07-21
2026-03-31	$6,078,413	28,449	+3.5%	Shares	Sole	2026-05-12
2025-12-31	$4,704,882	27,485	0.0%	Shares	Sole	2026-02-09
2025-09-30	$3,680,241	27,485	+3.6%	Shares	Sole	2025-10-28
2025-06-30	$2,582,819	26,534	+9.5%	Shares	Sole	2025-07-31
2025-03-31	$1,761,884	24,235	+1.9%	Shares	Sole	2025-04-30
2024-12-31	$1,718,279	23,789	+1119.9%	Shares	Sole	2025-01-29
2024-09-30	$1,591,356	1,950	+14.7%	Shares	Sole	2024-11-01
2024-06-30	$1,810,245	1,700	0.0%	Shares	Sole	2024-07-17
2024-03-31	$1,651,669	1,700	-0.1%	Shares	Sole	2024-04-24
2023-12-31	$1,332,325	1,701	0.0%	Shares	Sole	2024-01-23
2023-09-30	$1,066,135	1,701	-14.9%	Shares	Sole	2023-10-16
2023-06-30	$1,285,720	2,000	0.0%	Shares	Sole	2023-07-19
2023-03-31	$1,060,240	2,000	0.0%	Shares	Sole	2023-04-13
2022-12-31	$840,600	2,000	-1.7%	Shares	Sole	2023-01-17
2022-09-30	$744,810	2,035	0.0%	Shares	Sole	2022-10-17
2022-06-30	$867,215	2,035	0.0%	Shares	Sole	2022-07-28
2022-03-31	$1,094,036	2,035	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,463,470	2,035	+7.1%	Shares	Sole	2022-01-20
2021-09-30	$1,081,385	1,900	-33.9%	Shares	Sole	2021-10-26
2021-06-30	$1,870,762	2,875	0.0%	Shares	Sole	2021-07-21
2021-03-31	$1,711,315	2,875	-33.1%	Shares	Sole	2021-04-15
2020-12-31	$2,030,761	4,300	0.0%	Shares	Sole	2021-01-26
2020-09-30	$1,426,525	4,300	-2.3%	Shares	Sole	2020-10-27
2020-06-30	$1,423,224	4,400	0.0%	Shares	Sole	2020-07-23
2020-03-31	$1,056,000	4,400	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.