BAKER TILLY WEALTH MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1840565 MADISON, WI

Position in LRCX

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$759,194

+$383,794 QoQ

Shares Held

1,752

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,023

of 3,103 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $2,339,502 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,752	$759,194
2	ASML	Asml Holding NV	341	$678,399
3	AMAT	Applied Materials Inc /De	733	$529,959
4	ENTG	Entegris Inc	2,068	$371,950

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$759,194	1,752	-0.3%	Shares	Sole	2026-07-17
2026-03-31	$375,400	1,757	+8.9%	Shares	Sole	2026-04-10
2025-12-31	$276,284	1,614	+6.0%	Shares	Sole	2026-01-08
2025-09-30	$203,929	1,523	+259.2%	Shares	Sole	2025-10-09
2024-06-30	$451,496	424	-27.4%	Shares	Sole	2024-07-18
2024-03-31	$567,396	584	-1.0%	Shares	Sole	2024-05-09
2023-12-31	$462,123	590	+5.0%	Shares	Sole	2024-01-10
2023-09-30	$352,244	562	-0.9%	Shares	Sole	2023-10-10
2023-06-30	$364,501	567	+1.4%	Shares	Sole	2023-07-20
2023-03-31	$296,337	559	+1.1%	Shares	Sole	2023-04-12
2022-12-31	$232,425	553	-0.9%	Shares	Sole	2023-01-26
2022-06-30	$237,791	558	-0.4%	Shares	Sole	2022-07-28
2022-03-31	$301,061	560	-9.2%	Shares	Sole	2022-04-27
2021-12-31	$443,715	617	+0.5%	Shares	Sole	2022-02-08
2021-09-30	$349,458	614	-0.3%	Shares	Sole	2021-11-02
2021-06-30	$400,831	616	+5.3%	Shares	Sole	2021-07-30
2021-03-31	$348,215	585	+0.7%	Shares	Sole	2021-04-28
2020-12-31	$274,388	581	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.