JGP Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 1748278 BEND, OR

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$962,859

+$101,810 QoQ

Shares Held

2,222

-44.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,898

of 3,103 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

JGP Wealth Management, LLC holds $108,289,490 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	346,796	$104,631,821
2	AMAT	Applied Materials Inc /De	2,035	$1,471,305
3	ASML	Asml Holding NV	615	$1,223,505
4	LRCX	Lam Research Corp This page	2,222	$962,859

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$962,859	2,222	-44.9%	Shares	Sole	2026-07-07
2026-03-31	$861,049	4,030	-1.2%	Shares	Sole	2026-04-08
2025-12-31	$698,072	4,078	+1.0%	Shares	Sole	2026-01-12
2025-09-30	$540,554	4,037	-0.2%	Shares	Sole	2025-10-15
2025-06-30	$393,837	4,046	-0.1%	Shares	Sole	2025-07-28
2025-03-31	$294,362	4,049	+887.6%	Shares	Sole	2025-04-09
2024-09-30	$334,592	410	-1.0%	Shares	Sole	2024-10-09
2024-06-30	$440,847	414	+3.2%	Shares	Sole	2024-07-12
2024-03-31	$389,599	401	-0.2%	Shares	Sole	2024-04-24
2023-12-31	$314,870	402	0.0%	Shares	Sole	2024-01-10
2023-09-30	$251,961	402	-3.8%	Shares	Sole	2023-10-19
2023-06-30	$268,715	418	0.0%	Shares	Sole	2023-08-10
2023-03-31	$221,590	418	0.0%	Shares	Sole	2023-04-14
2022-03-31	$224,720	418	+1.2%	Shares	Sole	2022-04-20
2021-12-31	$297,008	413	+4.6%	Shares	Sole	2022-01-18
2021-09-30	$224,814	395	0.0%	Shares	Sole	2021-10-13
2021-06-30	$257,026	395	+3.4%	Shares	Sole	2021-08-12
2021-03-31	$227,381	382	—	Shares	Sole	2021-04-28
No filing history on record for this holder in this stock.