Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,303,582
+$1,068,414 QoQ
Shares Held
5,316
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,432
of 3,114 holders
Holding Since
Dec 2021
11 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, 2026Carnegie Investment Counsel holds $88,063,382 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (2.6% of the industry book) .
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,303,582 | 5,316 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,235,168 | 5,781 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,236,090 | 7,221 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $919,491 | 6,867 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $639,134 | 6,566 | Shares | Sole | 2025-07-31 | |
| 2024-09-30 | $219,525 | 269 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $258,758 | 243 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $250,665 | 258 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $209,130 | 267 | Shares | Sole | 2024-01-30 | |
| 2022-03-31 | $214,506 | 399 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $233,004 | 324 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||