Position in LRCX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$75,383,734
+$14,527,362 QoQ
Shares Held
352,821
-0.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Janney Montgomery Scott LLC holds $302,232,258 across 16 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
223,912 | $76,530,882 | |
| 2 | LRCX |
Lam Research Corp
This page
|
352,821 | $75,383,734 | |
| 3 | ASML |
Asml Holding NV
|
55,508 | $73,316,631 | |
| 4 | KLAC |
Kla Corp
|
29,544 | $43,500,881 | |
| 5 | Q |
Qnity Electronics, Inc.
|
153,600 | $17,722,368 | |
| 6 | TER |
Teradyne, Inc
|
22,528 | $6,678,650 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
22,150 | $2,061,722 | |
| 8 | NVMI |
Nova Ltd.
|
3,906 | $1,696,297 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,383,734 | 352,821 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,856,372 | 355,511 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $48,849,531 | 364,821 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $34,214,328 | 351,493 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $33,072,974 | 454,924 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $35,252,718 | 488,062 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||