Keudell/Morrison Wealth Management

Position in LRCX — Lam Research Corp

CIK 1785498 Salem, OR

Position in LRCX

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

Position Value

$9,070,896

+$4,598,352 QoQ

Shares Held

20,933

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.21%

of 13F equity value

Holder Rank

#866

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $12,450,120 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (72.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	20,933	$9,070,896
2	ASML	Asml Holding NV	1,305	$2,596,219
3	AMAT	Applied Materials Inc /De	649	$469,227
4	KLAC	Kla Corp	1,040	$313,778

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,070,896	20,933	0.0%	Shares	Sole	2026-07-15
2026-03-31	$4,472,544	20,933	+0.9%	Shares	Sole	2026-04-20
2025-12-31	$3,552,498	20,753	+1.1%	Shares	Sole	2026-02-06
2025-06-30	$1,997,903	20,525	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$1,488,896	20,480	0.0%	Shares	Sole	2025-04-23
2024-12-31	$1,479,270	20,480	+846.0%	Shares	Sole	2025-01-23
2024-09-30	$1,766,813	2,165	0.0%	Shares	Sole	2024-10-31
2024-06-30	$2,305,400	2,165	-1.0%	Shares	Sole	2024-07-16
2024-03-31	$2,123,852	2,186	-0.3%	Shares	Sole	2024-05-07
2023-12-31	$1,716,905	2,192	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,373,879	2,192	0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,409,149	2,192	+7.0%	Shares	Sole	2023-07-20
2023-03-31	$1,085,685	2,048	-5.9%	Shares	Sole	2023-04-18
2022-12-31	$914,572	2,176	+15.9%	Shares	Sole	2023-01-20
2022-09-30	$686,982	1,877	-8.4%	Shares	Sole	2022-10-12
2022-06-30	$873,181	2,049	-3.2%	Shares	Sole	2022-07-18
2022-03-31	$1,138,120	2,117	+5.3%	Shares	Sole	2022-04-18
2021-12-31	$1,445,491	2,010	+8.6%	Shares	Sole	2022-02-08
2021-09-30	$1,052,927	1,850	+8.8%	Shares	Sole	2021-12-08
2021-06-30	$1,106,190	1,700	+30.8%	Shares	Sole	2021-07-13
2021-03-31	$773,812	1,300	+19.6%	Shares	Sole	2021-04-13
2020-12-31	$513,357	1,087	0.0%	Shares	Sole	2021-02-12
2020-09-30	$360,612	1,087	+2.7%	Shares	Sole	2020-10-20
2020-06-30	$342,220	1,058	-1.7%	Shares	Sole	2020-07-14
2020-03-31	$258,240	1,076	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.