Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$866,660
+$439,340 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,955
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026BOWEN HANES & CO INC holds $90,351,666 across 2 Semiconductor Equipment & Materials names. LRCX ranks #2 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
44,980 | $89,485,006 | |
| 2 | LRCX |
Lam Research Corp
This page
|
2,000 | $866,660 |
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $866,660 | 2,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $427,320 | 2,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $453,627 | 2,650 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $354,835 | 2,650 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||