Envestnet Portfolio Solutions, Inc.

Position in LRCX — Lam Research Corp

CIK 1998033 BERWYN, PA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$46,944,805

+$22,783,919 QoQ

Shares Held

108,335

-4.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#421

of 3,103 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $108,595,147 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	108,335	$46,944,805
2	AMAT	Applied Materials Inc /De	62,962	$45,521,526
3	ASML	Asml Holding NV	4,337	$8,628,200
4	KLAC	Kla Corp	14,948	$4,509,961
5	Q	Qnity Electronics, Inc.	8,231	$1,344,204
6	ENTG	Entegris Inc	4,010	$721,238
7	TER	Teradyne, Inc	1,322	$639,636
8	KLIC	Kulicke & Soffa Industries Inc	2,135	$285,577

All Filings in LRCX

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$46,944,805	108,335	-4.2%	Shares	Sole	2026-07-20
2026-03-31	$24,160,886	113,081	-14.7%	Shares	Sole	2026-04-29
2025-12-31	$22,679,809	132,491	-17.1%	Shares	Sole	2026-02-06
2025-09-30	$21,392,131	159,762	+3.3%	Shares	Sole	2025-10-30
2025-06-30	$15,057,913	154,694	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$11,148,908	153,355	+17.6%	Shares	Sole	2025-04-21
2024-12-31	$9,417,636	130,384	+658.2%	Shares	Sole	2025-02-10
2024-06-30	$18,311,160	17,196	-7.0%	Shares	Sole	2024-07-16
2024-03-31	$17,969,187	18,495	+4.2%	Shares	Sole	2024-05-06
2023-12-31	$13,900,515	17,747	+3.9%	Shares	Sole	2024-02-07
2023-09-30	$10,705,231	17,080	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.