WealthPlan Investment Management, LLC

Position in LRCX — Lam Research Corp

CIK 1929986 OMAHA, NE

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,785,570

+$2,141,243 QoQ

Shares Held

8,736

+13.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,223

of 3,103 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $21,207,789 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	19,855	$14,355,165
2	LRCX	Lam Research Corp This page	8,736	$3,785,570
3	KLAC	Kla Corp	9,493	$2,864,133
4	ASML	Asml Holding NV	102	$202,921

All Filings in LRCX

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5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,785,570	8,736	+13.5%	Shares	Sole	2026-07-28
2026-03-31	$1,644,327	7,696	+71.9%	Shares	Sole	2026-04-29
2025-12-31	$766,544	4,478	-54.4%	Shares	Sole	2026-02-05
2025-06-30	$956,365	9,825	+0.6%	Shares	Sole	2025-07-28
2025-03-31	$710,279	9,770	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.