Position in LRCX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$41,886,544
+$20,019,512 QoQ
Shares Held
96,662
-5.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#454
of 3,103 holders
Holding Since
Mar 2020
23 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, 2026YHB Investment Advisors, Inc. holds $45,224,667 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (92.6% of the industry book) .
All Filings in LRCX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,886,544 | 96,662 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $21,867,032 | 102,345 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,813,366 | 109,904 | Shares | Sole | 2026-01-16 | |
| 2025-06-30 | $11,040,692 | 113,424 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $8,266,498 | 113,707 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 | $12,361,843 | 11,609 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $11,442,179 | 11,777 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $9,442,199 | 12,055 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $9,163,377 | 14,620 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $9,498,899 | 14,776 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,800,715 | 14,715 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $6,190,598 | 14,729 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $5,419,728 | 14,808 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,267,388 | 14,707 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,940,499 | 14,770 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $11,655,983 | 16,208 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $9,230,474 | 16,218 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $10,461,303 | 16,077 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $9,691,697 | 16,282 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $7,634,244 | 16,165 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $5,438,709 | 16,394 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $6,183,908 | 19,118 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,113,360 | 17,139 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||