Whalen Wealth Management Inc.

Position in LRCX — Lam Research Corp

CIK 1894447 LAS VEGAS, NV

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,222,857

+$125,927 QoQ

Shares Held

2,822

-45.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,768

of 3,103 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $3,706,714 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,822	$1,222,857
2	AMAT	Applied Materials Inc /De	1,657	$1,198,011
3	KLAC	Kla Corp	3,329	$1,004,392
4	AMKR	Amkor Technology, Inc.	3,264	$281,454

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,222,857	2,822	-45.0%	Shares	Sole	2026-08-13
2026-03-31	$1,096,930	5,134	-38.3%	Shares	Sole	2026-04-13
2025-12-31	$1,423,361	8,315	+25.5%	Shares	Sole	2026-01-20
2025-06-30	$644,974	6,626	+577.5%	Shares	Sole	2025-08-04
2024-09-30	$798,126	978	+224.9%	Shares	Sole	2024-11-07
2024-03-31	$292,442	301	—	Shares	Sole	2024-04-25
No filing history on record for this holder in this stock.