WILLNER & HELLER, LLC

Position in LRCX — Lam Research Corp

CIK 1927796 ENCINO, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$3,878,736

+$1,664,578 QoQ

Shares Held

8,951

-13.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

3.98%

of 13F equity value

Holder Rank

#1,211

of 3,103 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WILLNER & HELLER, LLC holds $9,069,548 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	8,951	$3,878,736
2	AMAT	Applied Materials Inc /De	4,593	$3,320,739
3	ASML	Asml Holding NV	940	$1,870,073

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,878,736	8,951	-13.6%	Shares	Sole	2026-07-07
2026-03-31	$2,214,158	10,363	-9.1%	Shares	Sole	2026-04-17
2025-12-31	$1,952,479	11,406	-10.8%	Shares	Sole	2026-01-12
2025-09-30	$1,712,179	12,787	+2.1%	Shares	Sole	2025-10-16
2025-06-30	$1,219,280	12,526	+12.1%	Shares	Sole	2025-07-22
2025-03-31	$812,495	11,176	+0.3%	Shares	Sole	2025-05-05
2024-12-31	$804,858	11,143	+1125.9%	Shares	Sole	2025-01-16
2024-06-30	$967,948	909	+0.2%	Shares	Sole	2024-07-19
2024-03-31	$881,213	907	-8.5%	Shares	Sole	2024-07-19
2023-12-31	$776,210	991	-27.5%	Shares	Sole	2024-03-06
2022-12-31	$574,129	1,366	-5.5%	Shares	Sole	2023-02-14
2022-09-30	$528,870	1,445	-11.0%	Shares	Sole	2022-10-24
2022-06-30	$691,641	1,623	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.