LRCX — LAM RESEARCH CORP

Ownership history in HM PAYSON & CO · 25 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in LAM RESEARCH CORP (LRCX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.71% (2025 Q4)

Avg. % of fund

1.39%

First filed

2019 Q2

Last filed

2025 Q4

Quarters held

25

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	1,121,345	-171,361	-13.3%	2.71%	$192.0M	$170.98
2025 Q3	ADDED	1,292,706	+132,304	+11.4%	2.49%	$173.1M	$133.52
2025 Q1	ADDED	1,160,402	+14,125	+1.2%	1.48%	$84.4M	$72.17
2024 Q4	ADDED	1,146,277	+1,035,549	+935.2%	1.40%	$82.8M	$71.49

% of Fund (quarterly) LRCX price (monthly, adj. close)

Other funds also holding LRCX

As of 2025 Q4 — sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 34.68% Four Tree Island Advisory LLC 21.64% Spinecap SAS 15.62% Harbor Island Capital LLC 3Y 7Y 13.19% Blue Whale Capital LLP 3Y 12.51% Trybe Capital Management LP 3Y 11.72% Heard Capital LLC 3Y 10.39% Miller Capital Partners, Inc. 8.45% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 8.13% CROSSLINK CAPITAL INC 3Y 7Y 7.59%

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