HM PAYSON & CO

Position in LRCX — Lam Research Corp

CIK 928052 PORTLAND, ME

Position in LRCX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$351,425,862

+$171,255,145 QoQ

Shares Held

810,989

-3.8% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

6.17%

of 13F equity value

Holder Rank

#10

of 1,338 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Technology · as of Jun 30, 2026

HM PAYSON & CO holds $530,442,449 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	810,989	$351,425,862
2	ASML	Asml Holding NV	86,363	$171,813,997
3	AMAT	Applied Materials Inc /De	9,094	$6,574,962
4	TER	Teradyne, Inc	866	$419,004
5	ICHR	Ichor Holdings, Ltd.	1,498	$168,195
6	KLAC	Kla Corp	134	$40,429

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,425,862	810,989	-3.8%	Shares	Sole	2026-07-17
2026-03-31	$180,170,717	843,259	-24.8%	Shares	Sole	2026-04-13
2025-12-31	$191,951,836	1,121,345	-13.3%	Shares	Sole	2026-02-12
2025-09-30	$173,093,333	1,292,706	-0.0%	Shares	Sole	2025-10-17
2025-06-30	$125,873,176	1,293,129	+11.4%	Shares	Sole	2025-10-17
2025-03-31	$84,361,224	1,160,402	+1.2%	Shares	Sole	2025-04-29
2024-12-31	$82,795,587	1,146,277	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.