WADDELL & ASSOCIATES, LLC

Position in LRCX — Lam Research Corp

CIK 1776757 MEMPHIS, TN

Position in LRCX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,728,553

+$1,049,542 QoQ

Shares Held

3,989

+25.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,566

of 3,103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $7,722,844 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	4,029	$2,912,967
2	TER	Teradyne, Inc	4,322	$2,091,156
3	LRCX	Lam Research Corp This page	3,989	$1,728,553
4	ONTO	Onto Innovation Inc.	1,463	$553,672
5	AMKR	Amkor Technology, Inc.	5,062	$436,496

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,728,553	3,989	+25.5%	Shares	Sole	2026-07-15
2026-03-31	$679,011	3,178	+0.9%	Shares	Sole	2026-05-11
2025-12-31	$539,045	3,149	+32.0%	Shares	Sole	2026-02-11
2025-09-30	$319,485	2,386	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.