Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$145,165
+$74,017 QoQ
Shares Held
335
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,902
of 3,103 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026North Star Investment Management Corp. holds $2,566,356 across 9 Semiconductor Equipment & Materials names. LRCX ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLAB |
Photronics Inc
|
30,910 | $1,005,502 | |
| 2 | ACLS |
Axcelis Technologies Inc
|
4,100 | $776,745 | |
| 3 | AMAT |
Applied Materials Inc /De
|
641 | $463,443 | |
| 4 | LRCX |
Lam Research Corp
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|
335 | $145,165 | |
| 5 | ASML |
Asml Holding NV
|
30 | $59,683 | |
| 6 | Q |
Qnity Electronics, Inc.
|
328 | $53,565 | |
| 7 | KLAC |
Kla Corp
|
170 | $51,290 | |
| 8 | TER |
Teradyne, Inc
|
20 | $9,676 |
All Filings in LRCX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,165 | 335 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $71,148 | 333 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,174 | 334 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $34,412 | 257 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $24,335 | 250 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $18,175 | 250 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $14,446 | 200 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,080 | 5 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,324 | 5 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,857 | 5 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,916 | 5 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,133 | 5 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,214 | 5 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $2,650 | 5 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $2,101 | 5 | Shares | Sole | 2023-01-11 | |
| 2020-03-31 | $156,000 | 650 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||