PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in LRCX — Lam Research Corp
CIK 2145782
WALTHAM, MA
Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$133,032
+$77,054 QoQ
Shares Held
307
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,920
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,704,327 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (7.8% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,032 | 307 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $55,978 | 262 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $81,139 | 474 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $70,565 | 527 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $51,298 | 527 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $29,588 | 407 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $32,142 | 445 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||