Position in LRCX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,910,677
+$1,696,875 QoQ
Shares Held
6,717
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,335
of 3,103 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Composition Wealth, LLC holds $33,043,205 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
31,078 | $22,469,394 | |
| 2 | KLAC |
Kla Corp
|
10,179 | $3,071,106 | |
| 3 | LRCX |
Lam Research Corp
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|
6,717 | $2,910,677 | |
| 4 | ASML |
Asml Holding NV
|
1,405 | $2,795,163 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,346 | $1,199,675 | |
| 6 | TER |
Teradyne, Inc
|
775 | $374,976 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,577 | $222,214 |
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,910,677 | 6,717 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,213,802 | 5,681 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $760,039 | 4,440 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $416,964 | 3,114 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $560,386 | 5,757 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $360,664 | 4,961 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $375,740 | 5,202 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $1,804,920 | 1,695 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $730,620 | 752 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $577,262 | 737 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $403,639 | 644 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $429,430 | 668 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $314,361 | 593 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $234,107 | 557 | Shares | Sole | 2023-01-20 | |
| 2022-03-31 | $232,247 | 432 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $321,460 | 447 | Shares | Sole | 2022-01-18 | |
| 2020-03-31 | $253,680 | 1,057 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||