Outlook Wealth Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1767151 SHENANDOAH, TX

Position in LRCX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,202,001

+$1,978,228 QoQ

Shares Held

9,697

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.52%

of 13F equity value

Holder Rank

#1,173

of 3,103 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Outlook Wealth Advisors, LLC holds $8,707,843 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	9,697	$4,202,001
2	TER	Teradyne, Inc	3,143	$1,520,709
3	KLAC	Kla Corp	3,637	$1,097,319
4	ASML	Asml Holding NV	507	$1,008,646
5	AMAT	Applied Materials Inc /De	1,216	$879,168

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,202,001	9,697	-6.8%	Shares	Sole	2026-08-03
2026-03-31	$2,223,773	10,408	-2.3%	Shares	Sole	2026-04-17
2025-12-31	$1,824,265	10,657	+32.3%	Shares	Sole	2026-02-11
2025-09-30	$1,078,296	8,053	-14.1%	Shares	Sole	2025-10-30
2025-06-30	$912,757	9,377	-2.9%	Shares	Sole	2025-08-11
2025-03-31	$701,991	9,656	+45.1%	Shares	Sole	2025-04-14
2024-12-31	$480,546	6,653	+1300.6%	Shares	Sole	2025-01-14
2024-09-30	$387,638	475	+11.0%	Shares	Sole	2024-10-23
2024-06-30	$455,755	428	-19.1%	Shares	Sole	2024-07-18
2024-03-31	$513,960	529	+17.0%	Shares	Sole	2024-04-22
2023-12-31	$354,033	452	+17.7%	Shares	Sole	2024-01-29
2023-09-30	$240,679	384	-73.7%	Shares	Sole	2023-10-10
2022-12-31	$612,797	1,458	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$543,144	1,484	-11.0%	Shares	Sole	2022-10-25
2022-06-30	$710,818	1,668	+3.3%	Shares	Sole	2022-07-28
2022-03-31	$868,240	1,615	+1.4%	Shares	Sole	2022-07-28
2021-12-31	$1,145,605	1,593	+3.2%	Shares	Sole	2022-01-21
2021-09-30	$878,767	1,544	+4.0%	Shares	Sole	2021-10-22
2021-06-30	$966,289	1,485	+7.5%	Shares	Sole	2021-07-21
2021-03-31	$822,621	1,382	-34.3%	Shares	Sole	2021-05-04
2020-12-31	$993,656	2,104	+0.6%	Shares	Sole	2021-02-04
2020-09-30	$694,021	2,092	+4.3%	Shares	Sole	2020-11-10
2020-06-30	$648,860	2,006	+5.1%	Shares	Sole	2020-07-17
2020-03-31	$458,160	1,909	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.