Position in LRCX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$441,563
+$220,425 QoQ
Shares Held
1,019
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,378
of 3,103 holders
Holding Since
Jun 2020
23 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, 2026JFS WEALTH ADVISORS, LLC holds $6,424,329 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
18,340 | $5,533,361 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,019 | $441,563 | |
| 3 | AMAT |
Applied Materials Inc /De
|
409 | $295,707 | |
| 4 | TER |
Teradyne, Inc
|
95 | $45,964 | |
| 5 | ENTG |
Entegris Inc
|
142 | $25,540 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
277 | $23,885 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
144 | $19,261 | |
| 8 | ONTO |
Onto Innovation Inc.
|
46 | $17,408 |
All Filings in LRCX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,563 | 1,019 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $221,138 | 1,035 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $180,766 | 1,056 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $112,074 | 837 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $91,694 | 942 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $73,427 | 1,010 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $74,396 | 1,030 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $84,056 | 103 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $113,938 | 107 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $104,929 | 108 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $96,340 | 123 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $35,099 | 56 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $35,357 | 55 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $29,156 | 55 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $22,696 | 54 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,202 | 47 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $22,585 | 53 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $15,590 | 29 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $16,540 | 23 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,260 | 11 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,554 | 7 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,976 | 5 | Shares | Sole | 2021-04-28 | |
| 2020-06-30 | $3,558 | 11 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||