Robertson Stephens Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 1767307 San Francisco, CA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,914,772

+$4,260,759 QoQ

Shares Held

18,265

+6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#933

of 3,103 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $15,075,944 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (52.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	18,265	$7,914,772
2	ASML	Asml Holding NV	2,417	$4,808,476
3	KLAC	Kla Corp	4,390	$1,324,506
4	AMAT	Applied Materials Inc /De	953	$689,019
5	TER	Teradyne, Inc	701	$339,171

All Filings in LRCX

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22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,914,772	18,265	+6.8%	Shares	Sole	2026-07-29
2026-03-31	$3,654,013	17,102	-11.5%	Shares	Sole	2026-04-28
2025-12-31	$3,308,738	19,329	+55.5%	Shares	Sole	2026-02-02
2025-09-30	$1,664,644	12,432	+4.5%	Shares	Sole	2025-11-12
2025-06-30	$1,158,151	11,898	-58.8%	Shares	Sole	2025-07-24
2025-03-31	$2,101,684	28,909	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$2,086,941	28,893	+819.6%	Shares	Sole	2025-01-27
2024-09-30	$2,564,123	3,142	+2.3%	Shares	Sole	2024-11-12
2024-06-30	$3,270,154	3,071	+5.2%	Shares	Sole	2024-08-13
2024-03-31	$2,836,984	2,920	+25.1%	Shares	Sole	2024-05-15
2023-12-31	$1,828,128	2,334	+24.7%	Shares	Sole	2024-02-06
2023-09-30	$1,173,313	1,872	+17.7%	Shares	Sole	2023-11-13
2023-06-30	$1,022,147	1,590	-3.1%	Shares	Sole	2023-08-11
2023-03-31	$869,926	1,641	+0.2%	Shares	Sole	2023-05-11
2022-12-31	$688,451	1,638	-29.9%	Shares	Sole	2023-02-14
2022-09-30	$855,708	2,338	-7.5%	Shares	Sole	2022-11-14
2022-06-30	$1,077,307	2,528	-12.5%	Shares	Sole	2022-08-12
2022-03-31	$1,553,155	2,889	-4.9%	Shares	Sole	2022-05-16
2021-12-31	$2,184,058	3,037	+127.8%	Shares	Sole	2022-02-14
2021-09-30	$758,676	1,333	-0.1%	Shares	Sole	2021-11-10
2021-06-30	$868,033	1,334	-0.4%	Shares	Sole	2021-08-17
2021-03-31	$797,026	1,339	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.