Asset One Wealth Management LLC

Position in LRCX — Lam Research Corp

CIK 2110759 BELLEVUE, WA

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$691,161

+$362,766 QoQ

Shares Held

1,595

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,072

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

Asset One Wealth Management LLC holds $24,916,340 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	17,915	$12,952,545
2	ASML	Asml Holding NV	5,118	$10,181,953
3	KLAC	Kla Corp	3,615	$1,090,681
4	LRCX	Lam Research Corp This page	1,595	$691,161

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$691,161	1,595	+3.8%	Shares	Sole	2026-08-13
2026-03-31	$328,395	1,537	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.