Nvest Wealth Strategies, Inc.

Position in LRCX — Lam Research Corp

CIK 2106942 POWELL, OH

Position in LRCX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,899

+$2,831 QoQ

Shares Held

+80.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,085

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $47,427 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	20	$39,788
2	LRCX	Lam Research Corp This page	9	$3,899
3	KLAC	Kla Corp	10	$3,017
4	AMAT	Applied Materials Inc /De	1	$723

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,899	9	+80.0%	Shares	Other	2026-07-10
2026-03-31	$1,068	5	—	Shares	Other	2026-04-13
No filing history on record for this holder in this stock.