Circle Wealth Management, LLC
- SEC CIK
- 0001578242
- Latest filing
- Aug 12, 2026
LRCX holding history
Lam Research Corp in every 13F filed by Circle Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
LRCX overviewAll 13F holders of LRCXFull Q2 2026 holdings
- Shares (Q2 2026)
- 21,740
- Value
- $9.42M
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 21,740 | $9.42M | 0.1% | +2,411+12.5% | Added | Holders |
| Q1 2026 | 19,329 | $4.13M | 0.1% | −4,585−19.2% | Reduced | Holders |
| Q4 2025 | 23,914 | $4.09M | 0.1% | +4,435+22.8% | Added | Holders |
| Q3 2025 | 19,479 | $2.61M | 0.1% | −1,244−6.0% | Reduced | Holders |
| Q2 2025 | 20,723 | $2.02M | <0.1% | +427+2.1% | Added | Holders |
| Q1 2025 | 20,296 | $1.48M | <0.1% | +2,509+14.1% | Added | Holders |
| Q4 2024 | 17,787 | $1.28M | <0.1% | −2,333−11.6% | ReducedConverted for a 10-for-1 split | Holders |
| Q3 2024 | 2,012 | $1.64M | <0.1% | +760+60.7% | Added | Holders |
| Q2 2024 | 1,252 | $1.33M | <0.1% | +1,252 | New | Holders |