Aptus Capital Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1664193 FAIRHOPE, AL

Position in LRCX

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

Position Value

$52,546,028

+$22,982,322 QoQ

Shares Held

121,261

-12.4% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#402

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

Aptus Capital Advisors, LLC holds $128,109,099 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	121,261	$52,546,028
2	AMAT	Applied Materials Inc /De	63,899	$46,198,977
3	KLAC	Kla Corp	65,137	$19,652,483
4	ASML	Asml Holding NV	2,302	$4,579,690
5	KLIC	Kulicke & Soffa Industries Inc	28,728	$3,842,657
6	TER	Teradyne, Inc	1,441	$697,213
7	Q	Qnity Electronics, Inc.	1,834	$299,510
8	ONTO	Onto Innovation Inc.	773	$292,541

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,546,028	121,261	-12.4%	Shares	Sole	2026-08-12
2026-03-31	$29,563,706	138,368	-54.6%	Shares	Other	2026-05-11
2025-12-31	$52,154,095	304,674	+1.0%	Shares	Sole	2026-02-13
2025-09-30	$40,375,000	301,531	+663.6%	Shares	Sole	2025-11-12
2025-06-30	$3,843,761	39,488	-20.4%	Shares	Sole	2025-08-11
2025-03-31	$3,608,755	49,639	+29.4%	Shares	Sole	2025-05-13
2024-12-31	$2,771,464	38,370	+2261.2%	Shares	Sole	2025-02-14
2024-09-30	$1,323,191	1,625	+3.7%	Shares	Sole	2024-11-05
2024-06-30	$1,668,619	1,567	+4.5%	Shares	Sole	2024-07-31
2024-03-31	$1,456,383	1,499	+52.2%	Shares	Sole	2024-05-15
2023-12-31	$771,511	985	-6.0%	Shares	Sole	2024-02-13
2023-09-30	$656,854	1,048	+85.2%	Shares	Sole	2023-11-08
2023-06-30	$363,858	566	-4.4%	Shares	Sole	2023-08-11
2023-03-31	$313,831	592	-93.3%	Shares	Sole	2023-05-09
2022-12-31	$3,729,741	8,874	-59.6%	Shares	Sole	2023-02-13
2022-09-30	$8,036,262	21,957	-1.4%	Shares	Sole	2022-11-02
2022-06-30	$9,491,212	22,272	+3.2%	Shares	Sole	2022-07-29
2022-03-31	$11,605,387	21,587	+21.5%	Shares	Sole	2022-05-04
2021-12-31	$12,779,295	17,770	+23.0%	Shares	Sole	2022-02-02
2021-09-30	$8,225,924	14,453	+8.6%	Shares	Sole	2021-10-27
2021-06-30	$8,660,166	13,309	+4.2%	Shares	Sole	2021-07-27
2021-03-31	$7,603,000	12,773	-25.1%	Shares	Sole	2021-05-06
2020-12-31	$8,049,842	17,045	-7.6%	Shares	Sole	2021-02-10
2020-09-30	$6,119,128	18,445	+3.9%	Shares	Sole	2020-10-19
2020-06-30	$5,741,738	17,751	-1.4%	Shares	Sole	2020-07-22
2020-03-31	$4,320,720	18,003	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.