Obermeyer Wealth Partners

Position in LRCX — Lam Research Corp

CIK 1349654 ASPEN, CO

Position in LRCX

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

Position Value

$678,594

+$395,709 QoQ

Shares Held

1,566

+18.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,084

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $92,602,792 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	42,402	$84,356,230
2	AMAT	Applied Materials Inc /De	6,609	$4,778,307
3	Q	Qnity Electronics, Inc.	17,082	$2,789,661
4	LRCX	Lam Research Corp This page	1,566	$678,594

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,594	1,566	+18.3%	Shares	Sole	2026-07-29
2026-03-31	$282,885	1,324	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.