Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,412,348
+$1,111,586 QoQ
Shares Held
5,567
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,404
of 3,103 holders
Holding Since
Mar 2021
21 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, 2026Ironwood Investment Counsel, LLC holds $28,907,601 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
44,974 | $13,569,105 | |
| 2 | TER |
Teradyne, Inc
|
22,848 | $11,054,776 | |
| 3 | LRCX |
Lam Research Corp
This page
|
5,567 | $2,412,348 | |
| 4 | ASML |
Asml Holding NV
|
295 | $586,884 | |
| 5 | AMAT |
Applied Materials Inc /De
|
627 | $453,321 | |
| 6 | FORM |
Formfactor Inc
|
2,000 | $319,860 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
2,689 | $301,920 | |
| 8 | COHU |
Cohu Inc
|
2,833 | $209,387 |
All Filings in LRCX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,412,348 | 5,567 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,300,762 | 6,088 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,111,129 | 6,491 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $773,138 | 5,774 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $548,024 | 5,630 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $409,737 | 5,636 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $364,183 | 5,042 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $427,625 | 524 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $547,332 | 514 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $465,382 | 479 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $364,999 | 466 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $298,342 | 476 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $318,858 | 496 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $271,421 | 512 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $227,802 | 542 | Shares | Sole | 2023-02-02 | |
| 2022-06-30 | $213,075 | 500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $239,774 | 446 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $289,817 | 403 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $228,798 | 402 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $261,581 | 402 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $238,691 | 401 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||