NWAM LLC

Position in LRCX — Lam Research Corp

CIK 1655006 MERCER ISLAND, WA

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,925,410

+$2,115,853 QoQ

Shares Held

6,751

+78.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,331

of 3,103 holders

Holding Since

Mar 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $14,104,577 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	6,721	$4,859,283
2	ASML	Asml Holding NV	2,422	$4,818,423
3	LRCX	Lam Research Corp This page	6,751	$2,925,410
4	KLAC	Kla Corp	2,352	$709,621
5	TER	Teradyne, Inc	1,027	$496,903
6	Q	Qnity Electronics, Inc.	1,806	$294,937

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,925,410	6,751	+78.2%	Shares	Sole	2026-07-23
2026-03-31	$809,557	3,789	-11.2%	Shares	Sole	2026-05-04
2025-12-31	$730,425	4,267	-46.9%	Shares	Sole	2026-02-04
2025-09-30	$1,075,083	8,029	-63.7%	Shares	Sole	2026-02-04
2025-06-30	$2,152,479	22,113	+62.3%	Shares	Sole	2026-02-04
2025-03-31	$990,392	13,623	+88.1%	Shares	Sole	2025-05-05
2024-12-31	$523,089	7,242	+346.8%	Shares	Sole	2025-02-05
2021-06-30	$1,054,784	1,621	+0.1%	Shares	Sole	2021-08-04
2021-03-31	$963,693	1,619	—	Shares	Sole	2021-04-23
No filing history on record for this holder in this stock.