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Equibles

NewEdge Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1633516 NEW ORLEANS, LA
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$83,584,157
+$49,653,027 QoQ
Shares Held
192,888
+21.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#329
of 3,124 holders
Holding Since
Mar 2020
25 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, 2026

NewEdge Advisors, LLC holds $305,828,255 across 25 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 154,918 $112,005,714
2 LRCX
Lam Research Corp
This page 		192,888 $83,584,157
3 KLAC
Kla Corp
 192,552 $58,094,863
4 ASML
Asml Holding NV
 16,486 $32,797,906
5 TER
Teradyne, Inc
 15,982 $7,732,730
6 Q
Qnity Electronics, Inc.
 28,453 $4,646,659
7 ENTG
Entegris Inc
 10,007 $1,799,859
8 ONTO
Onto Innovation Inc.
 3,397 $1,285,594

All Filings in LRCX

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $83,584,157 192,888
2026-03-31 $33,931,130 158,809
2025-12-31 $27,288,488 159,414
2025-09-30 $18,039,811 134,726
2025-06-30 $9,785,395 100,528
2025-03-31 $7,114,930 97,867
2024-12-31 $6,025,932 83,427
2024-09-30 $4,828,745 5,917
2024-06-30 $7,915,030 7,433
2024-03-31 $7,661,801 7,886
2023-12-31 $5,420,942 6,921
2023-09-30 $4,234,458 6,756
2023-06-30 $4,681,949 7,283
2023-03-31 $4,944,959 9,328
2022-12-31 $3,155,612 7,508
2022-09-30 $2,125,362 5,807
2022-06-30 $2,858,614 6,708
2021-12-31 $8,076,773 11,231
2021-09-30 $6,055,755 10,640
2021-06-30 $6,363,195 9,779
2021-03-31 $3,860,726 6,486
2020-12-31 $2,414,716 5,113
2020-09-30 $5,568,755 16,786
2020-06-30 $3,238,481 10,012
2020-03-31 $1,800,480 7,502