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Lam Research shares owned by UMA Financial Services

Quarter-by-quarter ownership of Lam Research (LRCX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Lam Research

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All positions including Lam Research held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lam Research by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 939 213.57
2025-12-31 $131k 764 171.18
2025-09-30 $69k 515 133.90
2025-06-30 $5.4k 55 97.35
2025-03-31 $2.0k 28 72.71
2024-12-31 $1.1k 15 72.27