Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$761,794
+$399,854 QoQ
Shares Held
1,758
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,029
of 3,114 holders
Holding Since
Mar 2022
16 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, 2026GW&K Investment Management, LLC holds $127,626,262 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENTG |
Entegris Inc
|
696,739 | $125,315,476 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,758 | $761,794 | |
| 3 | AMAT |
Applied Materials Inc /De
|
974 | $704,202 | |
| 4 | KLAC |
Kla Corp
|
1,365 | $411,834 | |
| 5 | TER |
Teradyne, Inc
|
550 | $266,112 | |
| 6 | ASML |
Asml Holding NV
|
73 | $145,229 | |
| 7 | Q |
Qnity Electronics, Inc.
|
108 | $17,637 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
21 | $3,978 |
All Filings in LRCX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,794 | 1,758 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $361,940 | 1,694 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $286,897 | 1,676 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $223,345 | 1,668 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $157,788 | 1,621 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $111,521 | 1,534 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $100,616 | 1,393 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $102,010 | 125 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $123,522 | 116 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $107,844 | 111 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $37,596 | 48 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $29,458 | 47 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $29,571 | 46 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $13,636 | 32 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $6,451 | 12 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||