Position in LRCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,606,674
+$3,747,548 QoQ
Shares Held
17,554
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#952
of 3,103 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$43,333
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $18,154,463 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
17,554 | $7,606,674 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,705 | $4,847,715 | |
| 3 | KLAC |
Kla Corp
|
7,462 | $2,251,360 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | TER |
Teradyne, Inc
|
1,157 | $559,802 | |
| 6 | AEHR |
Aehr Test Systems
|
4,950 | $475,497 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,563 | $418,563 | |
| 8 | ENTG |
Entegris Inc
|
1,822 | $327,704 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,606,674 | 17,554 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $43,333 | 100 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $3,859,126 | 18,062 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $12,721,755 | 74,318 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,774,129 | 80,464 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,734 | 100 | Call | Sole | 2025-08-19 | |
| 2025-06-30 | $7,717,309 | 79,282 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $6,276,498 | 86,896 | Shares | Sole | 2025-02-25 | |
| 2024-06-30 | $10,843,367 | 10,183 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $22,041,037 | 22,686 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $18,925,911 | 24,163 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $14,218,904 | 22,686 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $14,141,634 | 21,998 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $11,776,085 | 22,214 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $8,573,279 | 20,398 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $8,704,212 | 23,782 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $9,879,434 | 23,183 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $13,252,623 | 24,651 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $26,544,544 | 36,911 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $19,705,679 | 34,623 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $21,219,327 | 32,610 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $20,842,328 | 35,015 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $11,813,834 | 25,015 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $13,856,532 | 41,768 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $7,200,542 | 22,261 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $817,920 | 3,408 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||