Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$31,360,092
+$15,894,313 QoQ
Shares Held
72,370
-0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.86%
of 13F equity value
Holder Rank
#508
of 3,114 holders
Holding Since
Mar 2020
25 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 Jun 30, 2026Institute for Wealth Management, LLC. holds $54,847,403 across 10 Semiconductor Equipment & Materials names. LRCX ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
72,370 | $31,360,092 | |
| 2 | AMAT |
Applied Materials Inc /De
|
18,840 | $13,621,320 | |
| 3 | KLAC |
Kla Corp
|
23,230 | $7,008,723 | |
| 4 | ASML |
Asml Holding NV
|
736 | $1,464,227 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,724 | $608,166 | |
| 6 | TER |
Teradyne, Inc
|
1,136 | $549,642 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
1,119 | $125,641 | |
| 8 | FORM |
Formfactor Inc
|
365 | $58,374 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,360,092 | 72,370 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,465,779 | 72,385 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,444,272 | 72,697 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,837,900 | 73,472 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,151,861 | 73,473 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $5,358,935 | 73,713 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $6,119,783 | 7,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,010,866 | 7,523 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $7,309,121 | 7,523 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,899,514 | 7,532 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $4,720,831 | 7,532 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,842,021 | 7,532 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,992,863 | 7,532 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,171,583 | 7,546 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,767,692 | 7,562 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,224,250 | 7,566 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,069,707 | 7,570 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,447,561 | 7,575 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $4,319,848 | 7,590 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,940,765 | 7,593 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,522,038 | 7,597 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,614,282 | 7,653 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,554,143 | 7,699 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,490,318 | 7,699 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,753,200 | 7,305 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||