Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$9,971,789
+$4,842,454 QoQ
Shares Held
23,012
-4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#832
of 3,103 holders
Holding Since
Jun 2020
25 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, 2026NOESIS CAPITAL MANGEMENT CORP holds $11,139,590 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
23,012 | $9,971,789 | |
| 2 | ASML |
Asml Holding NV
|
587 | $1,167,801 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,971,789 | 23,012 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,129,335 | 24,007 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,273,475 | 19,123 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,560,569 | 19,123 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,619,056 | 16,633 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,204,857 | 16,573 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,197,067 | 16,573 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,397,128 | 1,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,902,886 | 1,787 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,741,053 | 1,792 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,386,370 | 1,770 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,112,516 | 1,775 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,141,076 | 1,775 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $940,963 | 1,775 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $748,134 | 1,780 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $674,172 | 1,842 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $784,968 | 1,842 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,038,662 | 1,932 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,407,376 | 1,957 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,190,661 | 2,092 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,364,517 | 2,097 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,221,432 | 2,052 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $990,350 | 2,097 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $695,348 | 2,096 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $650,154 | 2,010 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||