Position in LRCX
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$331,600
+$71,236 QoQ
Shares Held
1,552
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $2,361,579 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,156 | $1,526,879 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,191 | $407,071 | |
| 3 | LRCX |
Lam Research Corp
This page
|
1,552 | $331,600 | |
| 4 | Q |
Qnity Electronics, Inc.
|
469 | $54,113 | |
| 5 | KLAC |
Kla Corp
|
260 | $38,282 | |
| 6 | TER |
Teradyne, Inc
|
7 | $2,075 | |
| 7 | PLAB |
Photronics Inc
|
27 | $1,091 | |
| 8 | ENTG |
Entegris Inc
|
4 | $468 |
All Filings in LRCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $331,600 | 1,552 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $260,364 | 1,521 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $203,661 | 1,521 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $148,054 | 1,521 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $110,576 | 1,521 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $104,733 | 1,450 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $65,286 | 80 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $85,188 | 80 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $77,725 | 80 | Shares | Sole | 2024-07-01 | |
| 2023-12-31 | $62,660 | 80 | Shares | Sole | 2024-07-01 | |
| 2023-09-30 | $50,141 | 80 | Shares | Sole | 2024-07-01 | |
| 2023-06-30 | $51,428 | 80 | Shares | Sole | 2024-07-01 | |
| 2023-03-31 | $10,602 | 20 | Shares | Sole | 2024-07-01 | |
| 2022-12-31 | $8,406 | 20 | Shares | Sole | 2024-07-01 | |
| 2022-09-30 | $7,320 | 20 | Shares | Sole | 2024-07-01 | |
| 2022-06-30 | $8,523 | 20 | Shares | Sole | 2024-07-01 | |
| 2022-03-31 | $10,752 | 20 | Shares | Sole | 2024-07-01 | |
| No filing history on record for this holder in this stock. | ||||||