Weaver Capital Management LLC

Position in LRCX — Lam Research Corp

CIK 1552247 SUWANEE, GA

Position in LRCX

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

Position Value

$2,051,817

+$1,040,137 QoQ

Shares Held

4,735

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,476

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Weaver Capital Management LLC holds $7,118,563 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	1,782	$3,545,181
2	LRCX	Lam Research Corp This page	4,735	$2,051,817
3	AMAT	Applied Materials Inc /De	1,711	$1,237,053
4	KLAC	Kla Corp	943	$284,512

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,051,817	4,735	0.0%	Shares	Sole	2026-07-30
2026-03-31	$1,011,680	4,735	+13.6%	Shares	Sole	2026-04-17
2025-12-31	$713,649	4,169	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.