1900 WEALTH MANAGEMENT LLC

Position in LRCX — Lam Research Corp

CIK 1791996 SAN ANTONIO, TX

Position in LRCX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$373,097

-$77,277 QoQ

Shares Held

861

-85.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,496

of 3,103 holders

Holding Since

Sep 2023

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

1900 WEALTH MANAGEMENT LLC holds $3,736,418 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	741	$1,474,174
2	KLAC	Kla Corp	3,494	$1,054,174
3	AMAT	Applied Materials Inc /De	750	$542,250
4	LRCX	Lam Research Corp This page	861	$373,097
5	TER	Teradyne, Inc	605	$292,723

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,097	861	+49.7%	Shares	Sole	2026-08-04
2023-12-31	$450,374	575	-11.8%	Shares	Sole	2024-02-01
2023-09-30	$408,654	652	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.