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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

LRCX holding history

Lam Research Corp in every 13F filed by Encompass Wealth Advisors, 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)
18,040
Value
$7.82M
% of portfolio
2.4%
Quarters held
22
Since Q1 2021
Holdings of LRCX by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,040$7.82M2.4%+222+1.2%AddedHolders
Q1 202617,818$3.81M1.3%00.0%UnchangedHolders
Q4 202517,818$3.05M1.0%+3,000+20.2%AddedHolders
Q3 202514,818$1.98M0.7%00.0%UnchangedHolders
Q2 202514,818$1.44M0.5%+70.0%AddedHolders
Q1 202514,811$1.08M0.4%00.0%UnchangedHolders
Q4 202414,811$1.07M0.4%−659−4.3%ReducedConverted for a 10-for-1 splitHolders
Q3 20241,547$1.26M0.3%00.0%UnchangedHolders
Q2 20241,547$1.65M0.4%+40+2.7%AddedHolders
Q1 20241,507$1.46M0.4%−90−5.6%ReducedHolders
Q4 20231,597$1.25M0.4%+10+0.6%AddedHolders
Q3 20231,587$994.4K0.3%+1+0.1%AddedHolders
Q2 20231,586$1.02M0.3%00.0%UnchangedHolders
Q1 20231,586$840.9K0.3%+10+0.6%AddedHolders
Q4 20221,576$662.4K0.2%−9−0.6%ReducedHolders
Q3 20221,585$580.0K0.2%−27−1.7%ReducedHolders
Q2 20221,612$687.0K0.2%+61+3.9%AddedHolders
Q1 20221,551$834.0K0.2%00.0%UnchangedHolders
Q4 20211,551$1.12M0.3%00.0%UnchangedHolders
Q3 20211,551$882.0K0.2%−180−10.4%ReducedHolders
Q2 20211,731$1.13M0.3%00.0%UnchangedHolders
Q1 20211,731$1.05M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.