Wilkerson Advisory Group LLC

Position in LRCX — Lam Research Corp

CIK 2079661 COLUMBIA, MO

Position in LRCX

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

Position Value

$374,397

+$290,215 QoQ

Shares Held

864

+119.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,490

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Wilkerson Advisory Group LLC holds $1,611,795 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	731	$528,513
2	LRCX	Lam Research Corp This page	864	$374,397
3	Q	Qnity Electronics, Inc.	1,592	$259,989
4	KLAC	Kla Corp	612	$184,646
5	TER	Teradyne, Inc	283	$136,926
6	ASML	Asml Holding NV	64	$127,324

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,397	864	+119.3%	Shares	Sole	2026-07-21
2026-03-31	$84,182	394	+102.1%	Shares	Sole	2026-05-08
2025-12-31	$33,380	195	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.