Calamos Wealth Management LLC

Position in LRCX — Lam Research Corp

CIK 1455258 NAPERVILLE, IL

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$19,006,720

+$9,275,789 QoQ

Shares Held

43,862

-3.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#628

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Technology · as of Jun 30, 2026

Calamos Wealth Management LLC holds $88,374,199 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	74,919	$54,166,437
2	LRCX	Lam Research Corp This page	43,862	$19,006,720
3	ASML	Asml Holding NV	4,862	$9,672,656
4	KLAC	Kla Corp	16,221	$4,894,037
5	IPGP	Ipg Photonics Corp	5,407	$634,349

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,006,720	43,862	-3.7%	Shares	Sole	2026-07-31
2026-03-31	$9,730,931	45,544	-1.8%	Shares	Sole	2026-05-04
2025-12-31	$7,941,382	46,392	+56.4%	Shares	Sole	2026-01-29
2025-09-30	$3,972,545	29,668	+14.4%	Shares	Sole	2025-10-20
2025-06-30	$2,524,415	25,934	+7.1%	Shares	Sole	2025-07-29
2025-03-31	$1,760,648	24,218	+0.5%	Shares	Sole	2025-04-29
2024-12-31	$1,740,887	24,102	+912.3%	Shares	Sole	2025-01-24
2024-09-30	$1,943,086	2,381	-9.7%	Shares	Sole	2024-11-12
2024-06-30	$2,808,009	2,637	-3.4%	Shares	Sole	2024-07-25
2024-03-31	$2,652,386	2,730	-0.3%	Shares	Sole	2024-05-08
2023-12-31	$2,145,349	2,739	+2.5%	Shares	Sole	2024-01-31
2023-09-30	$1,674,729	2,672	-6.4%	Shares	Sole	2023-10-26
2023-06-30	$1,834,722	2,854	0.0%	Shares	Sole	2023-07-28
2023-03-31	$1,512,962	2,854	-13.2%	Shares	Sole	2023-05-04
2022-12-31	$1,382,366	3,289	-4.0%	Shares	Sole	2023-01-26
2022-09-30	$1,253,916	3,426	-6.0%	Shares	Sole	2022-10-24
2022-06-30	$1,552,464	3,643	-1.4%	Shares	Sole	2022-08-01
2022-03-31	$1,985,393	3,693	-29.1%	Shares	Sole	2022-05-03
2021-12-31	$3,746,052	5,209	-1.8%	Shares	Sole	2022-02-01
2021-09-30	$3,019,340	5,305	-1.1%	Shares	Sole	2021-10-26
2021-06-30	$3,491,656	5,366	+212.7%	Shares	Sole	2021-07-22
2021-03-31	$1,021,431	1,716	+2.9%	Shares	Sole	2021-04-12
2020-12-31	$787,274	1,667	+3.0%	Shares	Sole	2021-01-27
2020-09-30	$536,771	1,618	-0.4%	Shares	Sole	2020-10-26
2020-06-30	$525,622	1,625	-1.5%	Shares	Sole	2020-07-27
2020-03-31	$396,000	1,650	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.