WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LRCX — Lam Research Corp
CIK 1632972
PLYMOUTH, MN
Position in LRCX
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$229,839,403
-$99,156,059 QoQ
Shares Held
1,075,725
-44.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 3.7504938529828715.ToString("F0")%
Shared 0.ToString("F0")%
None 96.24950614701713.ToString("F0")%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$2,293,812
PutShares
13,400
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $577,831,414 across 19 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,075,725 | $229,839,403 | |
| 2 | KLAC |
Kla Corp
|
123,174 | $181,362,629 | |
| 3 | AMAT |
Applied Materials Inc /De
|
295,014 | $100,832,835 | |
| 4 | ASML |
Asml Holding NV
|
14,383 | $18,997,497 | |
| 5 | TER |
Teradyne, Inc
|
53,875 | $15,971,782 | |
| 6 | Q |
Qnity Electronics, Inc.
|
50,404 | $5,815,613 | |
| 7 | ONTO |
Onto Innovation Inc.
|
26,612 | $5,457,322 | |
| 8 | PLAB |
Photronics Inc
|
89,914 | $3,633,424 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,839,403 | 1,075,725 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,293,812 | 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 | |
| No filing history on record for this holder in this stock. | ||||||