Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,261,856
+$605,493 QoQ
Shares Held
2,912
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,746
of 3,103 holders
Holding Since
Dec 2021
10 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, 2026Callahan Advisors, LLC holds $73,755,873 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (1.7% of the industry book) .
All Filings in LRCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,856 | 2,912 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $656,363 | 3,072 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $525,180 | 3,068 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $395,674 | 2,955 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $277,419 | 2,850 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $222,789 | 273 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $289,639 | 272 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $254,551 | 262 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $205,214 | 262 | Shares | Sole | 2024-01-24 | |
| 2021-12-31 | $220,779 | 307 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||