Moran Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 1965334 Naples, FL

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$51,425,437

+$32,447,088 QoQ

Shares Held

118,675

+33.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.55%

of 13F equity value

Holder Rank

#404

of 3,103 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Technology · as of Jun 30, 2026

Moran Wealth Management, LLC holds $124,056,734 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	118,675	$51,425,437
2	AMAT	Applied Materials Inc /De	46,459	$33,589,857
3	KLAC	Kla Corp	95,358	$28,770,462
4	ASML	Asml Holding NV	4,844	$9,636,846
5	Q	Qnity Electronics, Inc.	3,883	$634,132

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$51,425,437	118,675	+33.6%	Shares	Sole	2026-08-05
2026-03-31	$18,978,349	88,825	-2.5%	Shares	Sole	2026-04-27
2025-12-31	$15,597,749	91,119	+6.4%	Shares	Defined	2026-01-26
2025-09-30	$11,472,150	85,677	+1309.9%	Shares	Sole	2025-10-23
2025-06-30	$591,535	6,077	-9.9%	Shares	Sole	2025-07-28
2025-03-31	$490,434	6,746	+56.0%	Shares	Sole	2025-04-23
2024-09-30	$3,529,546	4,325	-67.3%	Shares	Sole	2024-11-08
2024-06-30	$14,073,057	13,216	+2754.4%	Shares	Sole	2024-08-13
2024-03-31	$449,836	463	+47.5%	Shares	Sole	2024-05-15
2023-12-31	$245,943	314	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.