WEATHERLY ASSET MANAGEMENT L. P.

Position in LRCX — Lam Research Corp

CIK 934745 DEL MAR, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$7,615,774

+$3,711,138 QoQ

Shares Held

17,575

-3.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#951

of 3,103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WEATHERLY ASSET MANAGEMENT L. P. holds $35,550,588 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	13,741	$27,336,893
2	LRCX	Lam Research Corp This page	17,575	$7,615,774
3	AMAT	Applied Materials Inc /De	827	$597,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,615,774	17,575	-3.8%	Shares	Sole	2026-07-20
2026-03-31	$3,904,636	18,275	-7.1%	Shares	Sole	2026-04-15
2025-12-31	$3,365,741	19,662	-3.4%	Shares	Sole	2026-01-16
2025-09-30	$2,724,865	20,350	-0.1%	Shares	Sole	2025-10-16
2025-06-30	$1,982,329	20,365	+0.1%	Shares	Sole	2025-07-11
2025-03-31	$1,479,445	20,350	+0.1%	Shares	Sole	2025-05-01
2024-12-31	$1,468,435	20,330	+900.0%	Shares	Sole	2025-01-29
2024-09-30	$1,659,090	2,033	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$2,160,580	2,029	-0.5%	Shares	Sole	2024-07-31
2024-03-31	$1,982,002	2,040	0.0%	Shares	Sole	2024-04-19
2023-12-31	$1,597,850	2,040	-1.6%	Shares	Sole	2024-02-01
2023-09-30	$1,299,920	2,074	-8.1%	Shares	Sole	2023-10-10
2023-06-30	$1,451,577	2,258	0.0%	Shares	Sole	2023-07-21
2023-03-31	$1,197,010	2,258	-0.2%	Shares	Sole	2023-04-13
2022-12-31	$951,138	2,263	-1.5%	Shares	Sole	2023-01-11
2022-09-30	$840,702	2,297	0.0%	Shares	Sole	2022-10-17
2022-06-30	$978,866	2,297	0.0%	Shares	Sole	2022-07-18
2022-03-31	$1,234,890	2,297	+0.4%	Shares	Sole	2022-05-06
2021-12-31	$1,644,696	2,287	-2.4%	Shares	Sole	2022-01-28
2021-09-30	$1,334,087	2,344	+1.7%	Shares	Sole	2021-11-05
2021-06-30	$1,499,212	2,304	-1.2%	Shares	Sole	2021-08-12
2021-03-31	$1,387,504	2,331	0.0%	Shares	Sole	2021-05-05
2020-12-31	$1,100,861	2,331	0.0%	Shares	Sole	2021-02-02
2020-09-30	$773,309	2,331	0.0%	Shares	Sole	2020-10-30
2020-06-30	$753,985	2,331	0.0%	Shares	Sole	2020-07-29
2020-03-31	$559,440	2,331	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.