Moran Wealth Management Boosts Lam Research Stake

The investment firm increased its holdings in the semiconductor equipment maker by 6.4% in Q4 2025.

Apr. 18, 2026 at 11:25am

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An extreme close-up of intricate, polished metal gears and machinery in shades of steel grey, bronze, and black, conceptually representing the complex, high-precision equipment used in semiconductor fabrication.Lam Research's advanced semiconductor manufacturing equipment is a crucial component of the global tech supply chain.Fremont Today

Moran Wealth Management LLC, an institutional investor, increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 6.4% during the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 91,119 shares of the semiconductor company's stock, valued at $15,598,000.

Why it matters

Lam Research is a leading global supplier of wafer fabrication equipment and services to the semiconductor industry. The company's products are used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, and wafer cleaning. Institutional investors like Moran Wealth Management closely monitor Lam Research's performance as it is a bellwether for the overall health of the semiconductor manufacturing sector.

The details

According to the 13F filing, Moran Wealth Management purchased an additional 5,442 shares of Lam Research during the fourth quarter, bringing its total holdings to 91,119 shares. This represents a 6.4% increase in the firm's position. Lam Research's stock price closed at $267.60 on the last trading day of the quarter.

  • Moran Wealth Management filed its 13F report for the fourth quarter of 2025 on April 18, 2026.
  • The 6.4% increase in Lam Research holdings occurred during the fourth quarter of 2025.

The players

Moran Wealth Management LLC

An institutional investment firm that manages a portfolio of securities, including shares of Lam Research Corporation.

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

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The takeaway

Moran Wealth Management's increased stake in Lam Research reflects the firm's confidence in the semiconductor equipment maker's long-term growth prospects. As a leading supplier of critical manufacturing tools, Lam Research's performance is seen as a bellwether for the broader semiconductor industry.