Hennion & Walsh Asset Management, Inc.
Position in LRCX — Lam Research Corp
CIK 1861642
Parsippany, NJ
Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$32,235,852
+$15,812,449 QoQ
Shares Held
74,391
-3.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#500
of 3,103 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Hennion & Walsh Asset Management, Inc. holds $112,877,690 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
50,817 | $36,740,691 | |
| 2 | LRCX |
Lam Research Corp
This page
|
74,391 | $32,235,852 | |
| 3 | KLAC |
Kla Corp
|
88,483 | $26,696,205 | |
| 4 | ASML |
Asml Holding NV
|
6,371 | $12,674,721 | |
| 5 | ONTO |
Onto Innovation Inc.
|
5,524 | $2,090,557 | |
| 6 | NVMI |
Nova Ltd.
|
2,736 | $1,485,483 | |
| 7 | AMBA |
Ambarella Inc
|
11,121 | $954,181 |
All Filings in LRCX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,235,852 | 74,391 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $16,423,403 | 76,867 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,190,241 | 71,213 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,033,295 | 67,463 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,847,311 | 60,071 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,159,675 | 57,217 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,533,708 | 48,923 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,549,433 | 3,124 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,400,171 | 2,254 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $884,128 | 910 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $614,075 | 784 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $252,588 | 403 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $234,643 | 365 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,300,914 | 2,454 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,671,533 | 3,977 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,516,704 | 4,144 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,735,282 | 4,072 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,041,842 | 3,798 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,185,159 | 1,648 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||