Walser Wealth Management Company, A Ltd Liability Co

Position in LRCX — Lam Research Corp

CIK 2112280 TAMPA, FL

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$847,160

+$452,317 QoQ

Shares Held

1,955

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,968

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Walser Wealth Management Company, A Ltd Liability Co holds $3,927,387 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	720	$1,432,396
2	TER	Teradyne, Inc	1,765	$853,977
3	LRCX	Lam Research Corp This page	1,955	$847,160
4	AMAT	Applied Materials Inc /De	1,098	$793,854

All Filings in LRCX

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,160	1,955	+5.8%	Shares	Sole	2026-07-24
2026-03-31	$394,843	1,848	-17.1%	Shares	Sole	2026-04-28
2025-12-31	$381,731	2,230	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.