WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LRCX — Lam Research Corp
CIK 1632972
PLYMOUTH, MN
Position in LRCX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$427,627,810
+$197,788,407 QoQ
Shares Held
986,841
-8.3% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#116
of 3,103 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,123,317
PutShares
4,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,170,536,916 across 21 Semiconductor Equipment & Materials names. LRCX ranks #2 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
700,511 | $506,469,453 | |
| 2 | LRCX |
Lam Research Corp
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|
986,841 | $427,627,810 | |
| 3 | TER |
Teradyne, Inc
|
131,107 | $63,434,810 | |
| 4 | ASML |
Asml Holding NV
|
30,398 | $60,474,994 | |
| 5 | KLAC |
Kla Corp
|
192,431 | $58,058,357 | |
| 6 | ONTO |
Onto Innovation Inc.
|
28,067 | $10,621,956 | |
| 7 | Q |
Qnity Electronics, Inc.
|
54,372 | $8,879,491 | |
| 8 | ACMR |
ACM Research, Inc.
|
51,899 | $6,585,464 |
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,123,317 | 4,900 | Put | Sole | 2026-07-15 | |
| 2026-06-30 | $427,627,810 | 986,841 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $229,839,403 | 1,075,725 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,298,920 | 13,400 | Put | Sole | 2026-01-08 | |
| 2025-12-31 | $328,995,462 | 1,921,927 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $40,292,250 | 300,913 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,293,933 | 321,491 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $21,824,031 | 300,193 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $19,023,070 | 263,368 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $14,329,548 | 17,559 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,015,032 | 27,248 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $25,474,565 | 26,220 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $28,626,586 | 36,548 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $23,176,701 | 36,978 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,206,005 | 1,876 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,192,576 | 4,136 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $1,503,694 | 2,642 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $7,430,994 | 11,420 | Shares | Sole | 2021-08-10 | |
| 2020-06-30 | $1,348,828 | 4,170 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||