Walker Asset Management, LLC

Position in LRCX — Lam Research Corp

CIK 1923053 SPRINGFIELD, MO

Position in LRCX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,733,753

+$879,754 QoQ

Shares Held

4,001

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#1,563

of 3,103 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Walker Asset Management, LLC holds $4,231,772 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	4,001	$1,733,753
2	AMAT	Applied Materials Inc /De	2,022	$1,461,906
3	KLAC	Kla Corp	2,722	$821,254
4	ASML	Asml Holding NV	108	$214,859

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,733,753	4,001	+0.1%	Shares	Sole	2026-07-10
2026-03-31	$853,999	3,997	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$683,350	3,992	+2.8%	Shares	Sole	2026-01-16
2025-09-30	$520,201	3,885	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$377,289	3,876	+0.4%	Shares	Sole	2025-07-17
2025-03-31	$280,767	3,862	+7.8%	Shares	Sole	2025-04-15
2024-12-31	$258,655	3,581	+903.1%	Shares	Sole	2025-01-15
2024-09-30	$291,340	357	0.0%	Shares	Sole	2024-10-23
2024-06-30	$380,151	357	+0.3%	Shares	Sole	2024-07-12
2024-03-31	$345,878	356	+0.3%	Shares	Sole	2024-04-10
2023-12-31	$278,057	355	+0.3%	Shares	Sole	2024-01-08
2023-09-30	$221,876	354	+0.3%	Shares	Sole	2023-10-27
2023-06-30	$226,929	353	+23.0%	Shares	Sole	2023-07-13
2021-12-31	$206,396	287	—	Shares	Sole	2022-04-14
No filing history on record for this holder in this stock.