MONETA GROUP INVESTMENT ADVISORS LLC

Position in LRCX — Lam Research Corp

CIK 1120927 ST LOUIS, MO

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$116,730,868

+$56,265,729 QoQ

Shares Held

269,381

-4.8% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

3.28%

of 13F equity value

Holder Rank

#277

of 3,103 holders

Holding Since

Sep 2021

19 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, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $132,015,516 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (88.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	269,381	$116,730,868
2	AMAT	Applied Materials Inc /De	8,984	$6,495,432
3	ASML	Asml Holding NV	2,011	$4,000,763
4	KLAC	Kla Corp	12,380	$3,735,169
5	Q	Qnity Electronics, Inc.	5,215	$851,661
6	ENTG	Entegris Inc	1,121	$201,623

All Filings in LRCX

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,730,868	269,381	-4.8%	Shares	Sole	2026-08-14
2026-03-31	$60,465,139	282,997	-4.8%	Shares	Sole	2026-05-12
2025-12-31	$50,901,228	297,355	-5.4%	Shares	Sole	2026-02-12
2025-09-30	$42,098,561	314,403	+17.9%	Shares	Sole	2025-11-14
2025-06-30	$25,952,888	266,621	-0.8%	Shares	Sole	2025-08-14
2025-03-31	$19,548,593	268,894	-1.2%	Shares	Sole	2025-05-15
2024-12-31	$19,666,423	272,275	+29.2%	Shares	Sole	2025-02-11
2024-09-30	$17,199,061	210,747	+867.9%	Shares	Sole	2024-11-12
2024-06-30	$23,186,043	21,774	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$21,357,051	21,982	-9.0%	Shares	Sole	2024-08-13
2023-12-31	$18,915,729	24,150	-4.7%	Shares	Sole	2024-02-15
2023-09-30	$15,878,591	25,334	-4.7%	Shares	Sole	2023-11-15
2023-06-30	$17,080,790	26,570	-0.9%	Shares	Sole	2023-08-15
2023-03-31	$14,219,408	26,823	+18.0%	Shares	Sole	2023-05-15
2022-12-31	$9,551,317	22,725	-18.8%	Shares	Sole	2023-02-16
2022-09-30	$10,242,876	27,986	-25.1%	Shares	Sole	2022-11-14
2022-06-30	$15,914,997	37,346	+371.5%	Shares	Sole	2022-08-15
2021-12-31	$5,695,668	7,920	+625.9%	Shares	Sole	2022-02-11
2021-09-30	$620,942	1,091	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.