Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$54,437,081
+$30,718,685 QoQ
Shares Held
125,625
+13.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#387
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026Stratos Wealth Partners, LTD. holds $96,835,844 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
125,625 | $54,437,081 | |
| 2 | ASML |
Asml Holding NV
|
8,010 | $15,935,413 | |
| 3 | AMAT |
Applied Materials Inc /De
|
19,432 | $14,049,336 | |
| 4 | KLAC |
Kla Corp
|
32,489 | $9,802,256 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5,552 | $906,697 | |
| 6 | TER |
Teradyne, Inc
|
1,525 | $737,856 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,140 | $431,433 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
1,761 | $333,621 |
All Filings in LRCX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,437,081 | 125,625 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $23,718,396 | 111,010 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $19,260,317 | 112,515 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $14,934,000 | 111,531 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,855,772 | 101,251 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,345,826 | 101,043 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,851,617 | 108,703 | Shares | Sole | 2025-01-27 | |
| 2024-06-30 | $10,869,988 | 10,208 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,255,175 | 9,526 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $7,324,264 | 9,351 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,688,564 | 9,076 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,570,381 | 8,665 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $4,337,441 | 8,182 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,508,244 | 8,347 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,395,748 | 9,278 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $4,081,238 | 9,577 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,976,118 | 9,256 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,439,269 | 8,954 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $4,827,530 | 8,482 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,439,201 | 8,359 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $4,941,682 | 8,302 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,627,505 | 7,681 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,373,113 | 4,139 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,163,485 | 3,597 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $935,040 | 3,896 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||