CWA Asset Management Group, LLC

Position in LRCX — Lam Research Corp

CIK 1667134 NAPLES, FL

Position in LRCX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$20,366,076

+$9,778,796 QoQ

Shares Held

46,999

-5.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#608

of 3,103 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CWA Asset Management Group, LLC holds $45,655,588 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (44.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	46,999	$20,366,076
2	AMAT	Applied Materials Inc /De	12,639	$9,137,997
3	ASML	Asml Holding NV	3,931	$7,820,488
4	KLAC	Kla Corp	17,920	$5,406,643
5	KLIC	Kulicke & Soffa Industries Inc	16,536	$2,211,855
6	TER	Teradyne, Inc	830	$401,587
7	Q	Qnity Electronics, Inc.	1,904	$310,942

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,366,076	46,999	-5.2%	Shares	Sole	2026-07-14
2026-03-31	$10,587,280	49,552	-1.3%	Shares	Sole	2026-04-20
2025-12-31	$8,594,947	50,210	+5.5%	Shares	Sole	2026-01-07
2025-09-30	$6,373,238	47,597	+87.2%	Shares	Sole	2025-10-22
2025-06-30	$2,474,966	25,426	-20.7%	Shares	Sole	2025-07-17
2025-03-31	$2,329,744	32,046	+1.0%	Shares	Sole	2025-04-21
2024-12-31	$2,291,135	31,720	+994.9%	Shares	Sole	2025-01-06
2024-09-30	$2,364,183	2,897	+17.5%	Shares	Sole	2024-11-01
2024-03-31	$2,395,891	2,466	+54.0%	Shares	Sole	2024-05-13
2023-12-31	$1,253,999	1,601	+37.9%	Shares	Sole	2024-02-13
2023-09-30	$727,679	1,161	+26.9%	Shares	Sole	2023-11-14
2023-06-30	$588,216	915	+34.8%	Shares	Sole	2023-07-27
2023-03-31	$359,951	679	—	Shares	Sole	2023-04-17
No filing history on record for this holder in this stock.