Position in ASML
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,464,227
+$506,626 QoQ
Shares Held
736
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,225
of 2,476 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASML Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $54,847,403 across 10 Semiconductor Equipment & Materials names. ASML ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
72,370 | $31,360,092 | |
| 2 | AMAT |
Applied Materials Inc /De
|
18,840 | $13,621,320 | |
| 3 | KLAC |
Kla Corp
|
23,230 | $7,008,723 | |
| 4 | ASML |
Asml Holding NV
This page
|
736 | $1,464,227 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,724 | $608,166 | |
| 6 | TER |
Teradyne, Inc
|
1,136 | $549,642 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
1,119 | $125,641 | |
| 8 | FORM |
Formfactor Inc
|
365 | $58,374 |
All Filings in ASML
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,464,227 | 736 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $957,601 | 725 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $774,578 | 724 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $733,812 | 758 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $607,453 | 758 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $502,273 | 758 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $537,830 | 776 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $314,135 | 377 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $385,569 | 377 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $362,955 | 374 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $283,088 | 374 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $220,158 | 374 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $271,056 | 374 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $569,754 | 837 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $507,605 | 929 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $343,909 | 828 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $266,492 | 560 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $319,938 | 479 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $380,554 | 478 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $330,083 | 443 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $310,187 | 449 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $277,194 | 449 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||