BSW Wealth Partners

Position in LRCX — Lam Research Corp

CIK 1512601 BOULDER, CO

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$4,424,299

+$2,180,442 QoQ

Shares Held

10,210

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#1,164

of 3,114 holders

Holding Since

Jun 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BSW Wealth Partners holds $11,084,372 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	10,210	$4,424,299
2	AMAT	Applied Materials Inc /De	4,222	$3,052,506
3	ASML	Asml Holding NV	1,034	$2,057,080
4	KLAC	Kla Corp	5,139	$1,550,487

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,424,299	10,210	-2.8%	Shares	Sole	2026-07-15
2026-03-31	$2,243,857	10,502	-9.6%	Shares	Sole	2026-04-14
2025-12-31	$1,989,111	11,620	-1.7%	Shares	Sole	2026-01-23
2025-09-30	$1,582,831	11,821	+4.4%	Shares	Sole	2025-10-15
2025-06-30	$1,102,570	11,327	+2.8%	Shares	Sole	2025-07-18
2025-03-31	$801,154	11,020	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$802,547	11,111	+994.7%	Shares	Sole	2025-01-22
2024-09-30	$828,321	1,015	+4.4%	Shares	Sole	2024-10-29
2024-06-30	$1,035,034	972	+7.8%	Shares	Sole	2024-07-16
2024-03-31	$876,356	902	+19.0%	Shares	Sole	2024-04-23
2023-12-31	$593,711	758	+0.5%	Shares	Sole	2024-01-25
2023-09-30	$472,584	754	+11.0%	Shares	Sole	2023-10-27
2023-06-30	$436,501	679	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$361,541	682	+5.9%	Shares	Sole	2023-05-15
2022-12-31	$270,673	644	+91.1%	Shares	Sole	2023-02-14
2021-12-31	$242,353	337	-5.1%	Shares	Sole	2022-02-14
2021-06-30	$230,998	355	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.