Confluence Wealth Services, Inc.

Position in LRCX — Lam Research Corp

CIK 1910411 MCMURRAY, PA

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,615,887

+$1,200,746 QoQ

Shares Held

3,729

+91.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,600

of 3,103 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $16,674,527 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	23,772	$7,172,250
2	AMAT	Applied Materials Inc /De	8,328	$6,021,144
3	LRCX	Lam Research Corp This page	3,729	$1,615,887
4	Q	Qnity Electronics, Inc.	7,572	$1,236,583
5	ASML	Asml Holding NV	316	$628,663

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,615,887	3,729	+91.9%	Shares	Sole	2026-07-22
2026-03-31	$415,141	1,943	-2.0%	Shares	Sole	2026-05-07
2025-12-31	$339,449	1,983	-11.9%	Shares	Sole	2026-01-28
2025-09-30	$301,408	2,251	-0.3%	Shares	Sole	2025-10-28
2025-06-30	$219,793	2,258	-39.5%	Shares	Sole	2025-07-22
2024-12-31	$269,417	3,730	+1103.2%	Shares	Sole	2025-01-27
2024-09-30	$252,984	310	+43.5%	Shares	Sole	2024-10-29
2024-06-30	$230,007	216	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.