Position in LRCX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,114,160
+$2,252,612 QoQ
Shares Held
11,802
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#1,105
of 3,103 holders
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $18,180,288 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (28.1% of the industry book) .
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,114,160 | 11,802 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,861,548 | 13,393 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,510,492 | 8,824 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,215,945 | 9,081 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $799,356 | 8,212 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $519,223 | 7,142 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $463,933 | 6,423 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $741,135 | 696 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,025,977 | 1,056 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $389,280 | 497 | Shares | Other | 2024-02-13 | |
| 2022-12-31 | $213,092 | 507 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $369,660 | 1,010 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $432,116 | 1,014 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $545,674 | 1,015 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $696,137 | 968 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $314,170 | 552 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $87,844 | 135 | Shares | Other | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||