Dynamic Advisor Solutions LLC

Position in LRCX — Lam Research Corp

CIK 1599747 PHOENIX, AZ

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$5,490,291

+$2,597,762 QoQ

Shares Held

12,670

-6.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,077

of 3,103 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $25,210,710 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	25,682	$7,748,516
2	AMAT	Applied Materials Inc /De	7,787	$5,630,001
3	LRCX	Lam Research Corp This page	12,670	$5,490,291
4	ASML	Asml Holding NV	2,008	$3,994,795
5	TER	Teradyne, Inc	4,851	$2,347,107

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,490,291	12,670	-6.4%	Shares	Sole	2026-07-07
2026-03-31	$2,892,529	13,538	-18.6%	Shares	Sole	2026-04-08
2025-12-31	$2,848,092	16,638	+8.1%	Shares	Sole	2026-01-09
2025-09-30	$2,060,185	15,386	+4.2%	Shares	Sole	2025-10-09
2025-06-30	$1,437,322	14,766	+3.2%	Shares	Sole	2025-07-09
2025-03-31	$1,040,191	14,308	+8.8%	Shares	Sole	2025-04-17
2024-12-31	$949,607	13,147	+537.0%	Shares	Sole	2025-01-21
2024-09-30	$1,684,389	2,064	-11.2%	Shares	Sole	2024-10-07
2024-06-30	$2,475,776	2,325	+2.1%	Shares	Sole	2024-07-15
2024-03-31	$2,212,264	2,277	+8.9%	Shares	Sole	2024-04-12
2023-12-31	$1,637,013	2,090	+6.1%	Shares	Sole	2024-01-10
2023-09-30	$1,234,110	1,969	+54.2%	Shares	Sole	2023-10-11
2023-06-30	$820,932	1,277	+13.2%	Shares	Sole	2023-08-03
2023-03-31	$597,975	1,128	-8.5%	Shares	Sole	2023-04-11
2022-12-31	$518,229	1,233	+14.2%	Shares	Sole	2023-01-13
2022-09-30	$395,280	1,080	-7.9%	Shares	Sole	2022-10-20
2022-06-30	$499,873	1,173	+3.3%	Shares	Sole	2022-07-27
2022-03-31	$610,724	1,136	-20.6%	Shares	Sole	2022-04-11
2021-12-31	$1,028,384	1,430	+9.9%	Shares	Sole	2022-01-26
2021-09-30	$740,464	1,301	+35.0%	Shares	Sole	2021-10-28
2021-06-30	$627,274	964	+31.0%	Shares	Sole	2021-08-10
2021-03-31	$438,096	736	+17.0%	Shares	Sole	2021-04-27
2020-12-31	$297,057	629	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.