Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,898,469
+$14,392,095 QoQ
Shares Held
68,997
-4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#517
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026COMMERCE BANK holds $156,838,728 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
64,337 | $46,515,651 | |
| 2 | KLAC |
Kla Corp
|
140,001 | $42,239,700 | |
| 3 | LRCX |
Lam Research Corp
This page
|
68,997 | $29,898,469 | |
| 4 | ASML |
Asml Holding NV
|
13,289 | $26,437,665 | |
| 5 | TER |
Teradyne, Inc
|
10,568 | $5,113,220 | |
| 6 | Q |
Qnity Electronics, Inc.
|
27,578 | $4,503,762 | |
| 7 | ENTG |
Entegris Inc
|
11,844 | $2,130,261 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,898,469 | 68,997 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,506,374 | 72,575 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,206,640 | 65,467 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,823,876 | 65,899 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,257,793 | 64,288 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $4,955,304 | 68,161 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $5,380,412 | 74,490 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,333,596 | 7,761 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,305,829 | 7,800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,577,274 | 7,799 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,139,974 | 7,839 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,843,051 | 7,727 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,035,521 | 7,833 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,755,899 | 7,085 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,904,692 | 6,911 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,550,654 | 6,969 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $3,055,068 | 7,169 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,281,033 | 6,103 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $4,704,679 | 6,542 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,709,150 | 6,517 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,379,210 | 6,730 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,014,892 | 6,745 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,141,067 | 6,651 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $2,284,098 | 6,885 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,074,348 | 6,413 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,041,440 | 8,506 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||