SEC 13F Intelligence

Transform Wealth, LLC / LRCX

Transform Wealth, LLC’s Lam Research Corp Position

Does Transform Wealth, LLC own Lam Research Corp (LRCX)? Yes237.4K shares worth $17M (+1.05% of its 13F portfolio) as of Q1 2025, down from 238.3K shares the prior filed quarter.

Position Value
$17M
Q1 2025
Shares
237.4K
% of Portfolio
+1.05%
Quarters Held
2
currently held

Position History LRCX

Reported value by quarter
Q4 ’24: $17MQ4 ’24Q1 ’25: $17MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025237.4K$17M+1.05%
Q4 2024238.3K$17M+0.96%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of LRCX.