NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in LRCX — Lam Research Corp
CIK 1141802
MILWAUKEE, WI
Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$275,344,815
+$144,822,058 QoQ
Shares Held
635,416
+4.0% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#164
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $1,009,594,341 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
433,796 | $313,634,508 | |
| 2 | LRCX |
Lam Research Corp
This page
|
635,416 | $275,344,815 | |
| 3 | KLAC |
Kla Corp
|
662,669 | $199,933,863 | |
| 4 | ASML |
Asml Holding NV
|
34,213 | $68,064,707 | |
| 5 | ONTO |
Onto Innovation Inc.
|
178,938 | $67,719,086 | |
| 6 | FORM |
Formfactor Inc
|
408,428 | $65,319,890 | |
| 7 | TER |
Teradyne, Inc
|
31,069 | $15,032,424 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,557 | $2,050,683 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,344,815 | 635,416 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $130,522,757 | 610,890 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $122,438,720 | 715,263 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $93,768,161 | 700,285 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $72,036,369 | 740,049 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $49,477,584 | 680,572 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $45,411,723 | 628,710 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $40,808,896 | 50,006 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $52,237,281 | 49,056 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $47,240,648 | 48,623 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $46,316,513 | 59,133 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $37,756,624 | 60,240 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $37,907,525 | 58,967 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $38,064,206 | 71,803 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $30,544,461 | 72,673 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $26,106,780 | 71,330 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,202,354 | 68,526 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $36,037,073 | 67,032 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $45,369,016 | 63,087 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $35,033,459 | 61,554 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $38,448,561 | 59,088 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,969,153 | 55,388 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $32,481,786 | 68,778 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $22,672,458 | 68,342 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $22,162,185 | 68,516 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,579,280 | 60,747 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||