Circle Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 1578242 SUMMIT, NJ

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,420,594

+$5,290,760 QoQ

Shares Held

21,740

+12.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#856

of 3,114 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $21,568,867 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (43.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	21,740	$9,420,594
2	ASML	Asml Holding NV	2,677	$5,325,730
3	ENTG	Entegris Inc	17,763	$3,194,853
4	AMKR	Amkor Technology, Inc.	23,364	$2,014,677
5	AMAT	Applied Materials Inc /De	2,231	$1,613,013

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,420,594	21,740	+12.5%	Shares	Sole	2026-08-12
2026-03-31	$4,129,834	19,329	-19.2%	Shares	Sole	2026-05-12
2025-12-31	$4,093,598	23,914	+22.8%	Shares	Sole	2026-02-13
2025-09-30	$2,608,238	19,479	-6.0%	Shares	Sole	2025-11-14
2025-06-30	$2,017,176	20,723	+2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,475,519	20,296	+14.1%	Shares	Sole	2025-05-14
2024-12-31	$1,284,755	17,787	+784.0%	Shares	Sole	2025-02-14
2024-09-30	$1,641,952	2,012	+60.7%	Shares	Sole	2024-11-14
2024-06-30	$1,333,192	1,252	+21.4%	Shares	Sole	2024-08-13
2020-12-31	$486,910	1,031	-1.9%	Shares	Sole	2021-02-18
2020-09-30	$348,669	1,051	-12.5%	Shares	Sole	2020-11-16
2020-06-30	$388,475	1,201	-38.1%	Shares	Sole	2020-08-14
2020-03-31	$465,840	1,941	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.