W.G. Shaheen & Associates DBA Whitney & Co

Position in LRCX — Lam Research Corp

CIK 1577001 ROCHESTER, NY

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$35,013,497

+$17,651,059 QoQ

Shares Held

80,801

-0.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.13%

of 13F equity value

Holder Rank

#489

of 3,114 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $57,852,374 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (60.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	80,801	$35,013,497
2	ASML	Asml Holding NV	10,811	$21,507,834
3	AMAT	Applied Materials Inc /De	1,841	$1,331,043

All Filings in LRCX

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,013,497	80,801	-0.6%	Shares	Sole	2026-07-28
2026-03-31	$17,362,438	81,262	-7.4%	Shares	Sole	2026-05-05
2025-12-31	$15,023,099	87,762	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$11,734,326	87,635	-1.2%	Shares	Sole	2025-11-07
2025-06-30	$8,638,243	88,743	+0.7%	Shares	Sole	2025-08-05
2025-03-31	$6,407,487	88,136	+2.4%	Shares	Sole	2025-05-06
2024-12-31	$6,214,091	86,032	+913.0%	Shares	Sole	2025-02-04
2024-09-30	$6,930,967	8,493	+18.1%	Shares	Sole	2024-11-07
2024-06-30	$7,658,401	7,192	-1.6%	Shares	Sole	2024-07-30
2024-03-31	$7,098,290	7,306	+0.7%	Shares	Sole	2024-05-08
2023-12-31	$5,680,201	7,252	+0.3%	Shares	Sole	2024-02-13
2023-09-30	$4,529,666	7,227	+1.4%	Shares	Sole	2023-11-08
2023-06-30	$4,582,306	7,128	+2.2%	Shares	Sole	2023-08-14
2023-03-31	$3,696,526	6,973	+2.4%	Shares	Sole	2023-05-03
2022-12-31	$2,862,663	6,811	+3.1%	Shares	Sole	2023-02-03
2022-09-30	$2,418,162	6,607	+2.3%	Shares	Sole	2022-11-09
2022-06-30	$2,751,224	6,456	+3.0%	Shares	Sole	2022-08-05
2022-03-31	$3,371,352	6,271	+4.2%	Shares	Sole	2022-05-13
2021-12-31	$4,327,125	6,017	+2.5%	Shares	Sole	2022-02-11
2021-09-30	$3,342,048	5,872	+2.0%	Shares	Sole	2021-11-12
2021-06-30	$3,746,730	5,758	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$3,312,510	5,565	+2.4%	Shares	Sole	2021-05-11
2020-12-31	$2,567,259	5,436	+2.6%	Shares	Sole	2021-02-10
2020-09-30	$1,757,943	5,299	+702.9%	Shares	Sole	2020-11-13
2020-06-30	$213,483	660	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.