Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,825,098
+$10,645,125 QoQ
Shares Held
50,366
-3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#590
of 3,103 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Capital Wealth Planning, LLC holds $83,477,022 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.1% of the industry book) .
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,825,098 | 50,366 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,179,973 | 52,326 | Shares | Other | 2026-05-15 | |
| 2025-03-31 | $254,813 | 3,505 | Shares | Other | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||