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Lam Research shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Lam Research

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All positions including Lam Research held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $2.0M 21k 97.34
2025-03-31 $1.5M 21k 72.70
2024-12-31 $1.5M 21k 72.23

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Dimensional Etf Trust Emerging Mrktets (DEXC)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Lam Research

Vanguard Group
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Geode Capital Management
Jpmorgan Chase & Co
Ameriprise Financial
FMR
Invesco
Morgan Stanley
Northern Trust
Goldman Sachs Group
Ubs Global Asset Management Americas
Arrowstreet Capital, Limited Partnership
Nordea Investment Management Ab
Legal & General Group

View all funds holding Lam Research