Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,004,961
+$2,840,587 QoQ
Shares Held
11,550
+14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,114
of 3,103 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $133,136,640 across 8 Semiconductor Equipment & Materials names. LRCX ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
32,071 | $63,803,326 | |
| 2 | KLAC |
Kla Corp
|
139,836 | $42,189,918 | |
| 3 | TER |
Teradyne, Inc
|
27,407 | $13,260,602 | |
| 4 | AMAT |
Applied Materials Inc /De
|
9,887 | $7,148,301 | |
| 5 | LRCX |
Lam Research Corp
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|
11,550 | $5,004,961 | |
| 6 | Q |
Qnity Electronics, Inc.
|
5,910 | $965,161 | |
| 7 | NVMI |
Nova Ltd.
|
1,000 | $542,940 | |
| 8 | PLAB |
Photronics Inc
|
6,807 | $221,431 |
All Filings in LRCX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,004,961 | 11,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,164,374 | 10,130 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,415,316 | 8,268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,531,949 | 11,441 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,069,766 | 10,990 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,850,639 | 39,211 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,908,918 | 40,273 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,208,010 | 3,931 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||