Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,916,613
+$14,679,451 QoQ
Shares Held
75,962
-11.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#492
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, 2026Advisors Asset Management, Inc. holds $96,272,143 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
75,962 | $32,916,613 | |
| 2 | KLAC |
Kla Corp
|
69,724 | $21,036,428 | |
| 3 | AMAT |
Applied Materials Inc /De
|
27,589 | $19,946,847 | |
| 4 | ASML |
Asml Holding NV
|
6,469 | $12,869,686 | |
| 5 | TER |
Teradyne, Inc
|
8,111 | $3,924,426 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
38,277 | $3,300,625 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,223 | $462,844 | |
| 8 | NVMI |
Nova Ltd.
|
763 | $414,263 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,916,613 | 75,962 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,237,162 | 85,356 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,209,890 | 94,695 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $11,414,573 | 85,247 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,290,668 | 74,899 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,716,049 | 64,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,344,537 | 46,304 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $3,149,252 | 3,859 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $3,955,917 | 3,715 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $3,578,292 | 3,683 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,533,062 | 3,234 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,071,799 | 4,901 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,363,443 | 5,232 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,369,972 | 6,357 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,237,150 | 7,702 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,242,394 | 8,859 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,932,086 | 9,227 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,342,230 | 9,937 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $7,825,790 | 10,882 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,784,837 | 11,921 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,159,778 | 12,540 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $8,700,623 | 14,617 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,948,036 | 14,712 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,787,816 | 14,432 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,501,269 | 13,916 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,352,800 | 13,970 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||