Modern Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 2001900 KANSAS CITY, MO

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,870,375

+$1,798,659 QoQ

Shares Held

6,624

+32.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,341

of 3,103 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Technology · as of Jun 30, 2026

Modern Wealth Management, LLC holds $28,348,132 across 6 Semiconductor Equipment & Materials names. LRCX ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	21,432	$15,495,336
2	ASML	Asml Holding NV	3,203	$6,372,174
3	KLAC	Kla Corp	9,846	$2,970,635
4	LRCX	Lam Research Corp This page	6,624	$2,870,375
5	Q	Qnity Electronics, Inc.	2,453	$400,598
6	TER	Teradyne, Inc	494	$239,014

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,870,375	6,624	+32.1%	Shares	Other	2026-08-14
2026-03-31	$1,071,716	5,016	+17.1%	Shares	Other	2026-05-14
2025-12-31	$732,990	4,282	+1.9%	Shares	Other	2026-02-17
2025-09-30	$562,780	4,203	+8.0%	Shares	Other	2025-11-12
2025-06-30	$378,747	3,891	—	Shares	Other	2025-11-12
No filing history on record for this holder in this stock.