Annex Advisory Services, LLC

Position in LRCX — Lam Research Corp

CIK 1542287 BROOKFIELD, WI

Position in LRCX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$526,495

+$286,769 QoQ

Shares Held

1,215

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,266

of 3,103 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Annex Advisory Services, LLC holds $63,528,113 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	24,688	$49,115,292
2	AMAT	Applied Materials Inc /De	15,145	$10,949,835
3	CAMT	Camtek Ltd	15,272	$2,491,168
4	LRCX	Lam Research Corp This page	1,215	$526,495
5	KLAC	Kla Corp	1,476	$445,323

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$526,495	1,215	+8.3%	Shares	Sole	2026-07-10
2026-03-31	$239,726	1,122	+94.5%	Shares	Sole	2026-04-16
2024-06-30	$614,418	577	+12.7%	Shares	Sole	2024-07-12
2024-03-31	$497,443	512	-32.7%	Shares	Sole	2024-04-12
2023-12-31	$596,060	761	+47.8%	Shares	Sole	2024-02-13
2023-09-30	$322,786	515	-3.9%	Shares	Sole	2023-11-01
2023-06-30	$344,572	536	0.0%	Shares	Sole	2023-07-24
2023-03-31	$284,144	536	-1.3%	Shares	Sole	2023-04-27
2022-12-31	$228,222	543	-1.1%	Shares	Sole	2023-01-30
2022-09-30	$200,934	549	-0.4%	Shares	Sole	2022-10-24
2022-06-30	$234,808	551	+1.8%	Shares	Sole	2022-07-27
2022-03-31	$290,847	541	+0.9%	Shares	Sole	2022-04-13
2021-12-31	$385,464	536	+0.4%	Shares	Sole	2022-01-31
2021-09-30	$303,926	534	-56.8%	Shares	Sole	2021-10-18
2021-06-30	$804,265	1,236	-1.6%	Shares	Sole	2021-07-29
2021-03-31	$747,621	1,256	+1.2%	Shares	Sole	2021-04-22
2020-12-31	$586,087	1,241	+0.6%	Shares	Sole	2021-01-28
2020-09-30	$409,379	1,234	-2.0%	Shares	Sole	2020-10-23
2020-06-30	$407,236	1,259	+2.0%	Shares	Sole	2020-07-21
2020-03-31	$296,160	1,234	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.