Avantra Family Wealth, Inc.

Position in LRCX — Lam Research Corp

CIK 1774744 MECHANICSBURG, PA

Position in LRCX

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

Position Value

$895,693

+$540,377 QoQ

Shares Held

2,067

+24.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,932

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Avantra Family Wealth, Inc. holds $2,497,697 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,759	$1,271,757
2	LRCX	Lam Research Corp This page	2,067	$895,693
3	ASML	Asml Holding NV	166	$330,247

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$895,693	2,067	+24.3%	Shares	Sole	2026-07-29
2026-03-31	$355,316	1,663	—	Shares	Sole	2026-04-22
No filing history on record for this holder in this stock.