Walkner Condon Financial Advisors LLC

Position in LRCX — Lam Research Corp

CIK 1817494 MADISON, WI

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$992,759

+$508,179 QoQ

Shares Held

2,291

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,882

of 3,103 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Walkner Condon Financial Advisors LLC holds $3,021,651 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,291	$992,759
2	KLAC	Kla Corp	2,618	$789,876
3	AMAT	Applied Materials Inc /De	935	$676,005
4	ASML	Asml Holding NV	283	$563,011

All Filings in LRCX

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,759	2,291	+1.0%	Shares	Sole	2026-07-27
2026-03-31	$484,580	2,268	-2.3%	Shares	Sole	2026-04-28
2025-12-31	$397,479	2,322	+3.8%	Shares	Sole	2026-01-21
2025-09-30	$299,400	2,236	-2.1%	Shares	Sole	2025-10-29
2025-06-30	$222,227	2,283	—	Shares	Sole	2025-08-06
No filing history on record for this holder in this stock.