Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$115,989,007
+$56,641,738 QoQ
Shares Held
267,669
-3.6% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
2.40%
of 13F equity value
Holder Rank
#279
of 3,103 holders
Holding Since
Mar 2021
20 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, 2026Crestwood Advisors Group, LLC holds $408,305,058 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
240,264 | $173,710,872 | |
| 2 | LRCX |
Lam Research Corp
This page
|
267,669 | $115,989,007 | |
| 3 | KLAC |
Kla Corp
|
364,068 | $109,842,955 | |
| 4 | ENTG |
Entegris Inc
|
24,152 | $4,343,978 | |
| 5 | ASML |
Asml Holding NV
|
1,226 | $2,439,053 | |
| 6 | TER |
Teradyne, Inc
|
2,541 | $1,229,437 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,591 | $749,756 |
All Filings in LRCX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,989,007 | 267,669 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $59,347,269 | 277,765 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $50,956,690 | 297,679 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $43,777,935 | 326,945 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $31,407,626 | 322,659 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $24,686,593 | 339,568 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $23,669,409 | 327,695 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $23,167,695 | 28,389 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,366,202 | 1,283 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,241,666 | 1,278 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $954,010 | 1,218 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $258,229 | 412 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $248,096 | 468 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $217,404 | 594 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $539,079 | 1,265 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $822,543 | 1,530 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,415,287 | 1,968 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $209,447 | 368 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $239,457 | 368 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $219,048 | 368 | Shares | Sole | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||