Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,262,359
+$2,679,637 QoQ
Shares Held
12,144
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,092
of 3,103 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Choate Investment Advisors holds $31,445,241 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,451 | $16,232,073 | |
| 2 | LRCX |
Lam Research Corp
This page
|
12,144 | $5,262,359 | |
| 3 | KLAC |
Kla Corp
|
11,388 | $3,435,873 | |
| 4 | Q |
Qnity Electronics, Inc.
|
17,738 | $2,896,792 | |
| 5 | ASML |
Asml Holding NV
|
1,145 | $2,277,908 | |
| 6 | TER |
Teradyne, Inc
|
2,770 | $1,340,236 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,262,359 | 12,144 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,582,722 | 12,088 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,233,385 | 13,047 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,705,752 | 12,739 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,240,987 | 12,749 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $930,560 | 12,800 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $939,134 | 13,002 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $997,249 | 1,222 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,293,792 | 1,215 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,755,626 | 1,807 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,409,868 | 1,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,143,228 | 1,824 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $658,288 | 1,024 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||