Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$158,547,647
+$83,163,913 QoQ
Shares Held
365,882
+3.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#240
of 3,124 holders
Holding Since
Mar 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, 2026Janney Montgomery Scott LLC holds $524,272,815 across 20 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
365,882 | $158,547,647 | |
| 2 | AMAT |
Applied Materials Inc /De
|
190,753 | $137,914,419 | |
| 3 | ASML |
Asml Holding NV
|
47,367 | $94,233,799 | |
| 4 | KLAC |
Kla Corp
|
271,609 | $81,947,151 | |
| 5 | Q |
Qnity Electronics, Inc.
|
147,581 | $24,101,453 | |
| 6 | TER |
Teradyne, Inc
|
20,078 | $9,714,539 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
24,289 | $3,463,368 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
12,620 | $2,390,859 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,547,647 | 365,882 | Shares | Sole | 2026-08-05 | |
| 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 | |
| 2024-06-30 | $51,770,877 | 48,618 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $49,442,225 | 50,889 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $41,567,607 | 53,070 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $32,722,407 | 52,208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $33,759,150 | 52,514 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $20,660,896 | 38,974 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,263,508 | 38,695 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $13,446,108 | 36,738 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $18,146,745 | 42,583 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $22,755,418 | 42,327 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $33,441,194 | 46,501 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $31,376,669 | 55,129 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $42,328,685 | 65,051 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $43,432,281 | 72,966 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $29,969,781 | 63,459 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $25,005,988 | 75,376 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $20,634,807 | 63,794 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,190,640 | 42,461 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||