Asset Dedication, LLC

Position in LRCX — Lam Research Corp

CIK 1475896 SAN FRANCISCO, CA

Position in LRCX

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

Position Value

$1,146,591

+$588,939 QoQ

Shares Held

2,646

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,798

of 3,103 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Asset Dedication, LLC holds $3,913,591 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,646	$1,146,591
2	ASML	Asml Holding NV	536	$1,066,339
3	AMAT	Applied Materials Inc /De	1,276	$922,548
4	Q	Qnity Electronics, Inc.	4,483	$732,118
5	KLAC	Kla Corp	130	$39,222
6	TER	Teradyne, Inc	14	$6,773

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,146,591	2,646	+1.4%	Shares	Sole	2026-07-30
2026-03-31	$557,652	2,610	-6.9%	Shares	Sole	2026-05-29
2025-12-31	$479,988	2,804	0.0%	Shares	Sole	2026-01-26
2025-09-30	$375,455	2,804	0.0%	Shares	Sole	2025-11-20
2025-06-30	$272,941	2,804	0.0%	Shares	Sole	2025-08-19
2025-03-31	$203,850	2,804	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$201,521	2,790	+900.0%	Shares	Sole	2025-01-23
2024-09-30	$227,686	279	+469.4%	Shares	Sole	2024-10-15
2024-06-30	$52,177	49	+14.0%	Shares	Sole	2024-08-06
2024-03-31	$43	43	0.0%	Shares	Sole	2024-04-16
2023-12-31	$33,680	43	-8.5%	Shares	Sole	2024-02-08
2023-09-30	$29,458	47	+56.7%	Shares	Sole	2023-11-13
2023-06-30	$19,285	30	-30.2%	Shares	Sole	2023-08-22
2023-03-31	$22,795	43	+43.3%	Shares	Sole	2023-04-24
2022-12-31	$12,609	30	-6.2%	Shares	Sole	2023-01-19
2022-09-30	$11,712	32	-13.5%	Shares	Sole	2022-10-27
2022-03-31	$19,891	37	+117.6%	Shares	Sole	2022-04-21
2021-12-31	$12,225	17	0.0%	Shares	Sole	2022-01-21
2021-09-30	$9,675	17	+30.8%	Shares	Sole	2021-10-18
2021-06-30	$8,459	13	0.0%	Shares	Sole	2021-07-21
2020-12-31	$6,139	13	0.0%	Shares	Sole	2021-01-28
2020-09-30	$4,312	13	—	Shares	Sole	2020-10-20
No filing history on record for this holder in this stock.