Position in LRCX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,850,903
+$6,221,746 QoQ
Shares Held
38,887
-21.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#678
of 3,103 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LMCG INVESTMENTS, LLC holds $73,713,800 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.9% of the industry book) .
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,850,903 | 38,887 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $10,629,157 | 49,748 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $12,843,977 | 75,032 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,788,387 | 95,507 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,564,627 | 98,260 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $7,507,510 | 103,267 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $8,552,031 | 118,400 | Shares | Other | 2025-01-16 | |
| 2024-06-30 | $13,362,801 | 12,549 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $13,679,704 | 14,080 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $11,521,754 | 14,710 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $9,298,759 | 14,836 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,064,615 | 15,656 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $8,321,822 | 15,698 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $6,523,055 | 15,520 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,391,546 | 14,731 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,383,126 | 12,632 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,372,290 | 11,853 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||