Lewis Asset Management, LLC

Position in LRCX — Lam Research Corp

CIK 2004520 LAFAYETTE, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,667,453

+$784,824 QoQ

Shares Held

3,848

-6.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#1,580

of 3,103 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lewis Asset Management, LLC holds $4,208,948 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,500	$1,807,500
2	LRCX	Lam Research Corp This page	3,848	$1,667,453
3	TER	Teradyne, Inc	1,000	$483,840
4	ONTO	Onto Innovation Inc.	661	$250,155

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,667,453	3,848	-6.9%	Shares	Sole	2026-07-21
2026-03-31	$882,629	4,131	-12.9%	Shares	Sole	2026-04-21
2025-12-31	$811,564	4,741	-2.7%	Shares	Sole	2026-01-15
2025-09-30	$652,628	4,874	+0.4%	Shares	Sole	2025-10-20
2025-06-30	$472,683	4,856	—	Shares	Sole	2025-07-14
No filing history on record for this holder in this stock.