LVW Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1576053 PITTSFORD, NY

Position in LRCX

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

Position Value

$3,655,571

+$2,105,682 QoQ

Shares Held

8,436

+16.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,236

of 3,103 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LVW Advisors, LLC holds $10,766,077 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	8,436	$3,655,571
2	ASML	Asml Holding NV	1,410	$2,805,110
3	AMAT	Applied Materials Inc /De	3,528	$2,550,744
4	KLAC	Kla Corp	4,722	$1,424,674
5	TER	Teradyne, Inc	682	$329,978

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,655,571	8,436	+16.3%	Shares	Sole	2026-07-15
2026-03-31	$1,549,889	7,254	+86.3%	Shares	Sole	2026-04-20
2025-12-31	$666,574	3,894	+3.4%	Shares	Sole	2026-01-14
2025-09-30	$504,401	3,767	+49.4%	Shares	Sole	2025-10-20
2025-06-30	$245,491	2,522	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.