Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,098,924
+$643,401 QoQ
Shares Held
2,536
+18.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,826
of 3,103 holders
Holding Since
Mar 2024
7 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, 2026Welch Group, LLC holds $19,498,890 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (5.6% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,924 | 2,536 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $455,523 | 2,132 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $359,135 | 2,098 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $262,176 | 1,958 | Shares | Sole | 2025-10-14 | |
| 2024-09-30 | $239,927 | 294 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $226,813 | 213 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $206,944 | 213 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||