Heritage Wealth Management, Inc.

Position in LRCX — Lam Research Corp

CIK 1944755 CINCINNATI, OH

Position in LRCX

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

Position Value

$905,226

+$542,838 QoQ

Shares Held

2,089

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,926

of 3,103 holders

Holding Since

Jun 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $6,532,436 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	13,569	$4,093,902
2	LRCX	Lam Research Corp This page	2,089	$905,226
3	AMAT	Applied Materials Inc /De	952	$688,296
4	TER	Teradyne, Inc	883	$427,230
5	ASML	Asml Holding NV	210	$417,782

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$905,226	2,089	-1.3%	Shares	Sole	2026-07-28
2025-12-31	$362,388	2,117	-0.2%	Shares	Sole	2026-01-26
2025-09-30	$284,001	2,121	-1.3%	Shares	Sole	2025-11-04
2025-06-30	$209,281	2,150	+760.0%	Shares	Sole	2025-08-14
2024-09-30	$204,020	250	-1.6%	Shares	Sole	2024-10-31
2024-06-30	$270,471	254	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.