CONSOLIDATED CAPITAL MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 1666613 BURBANK, CA

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,301,623

+$7,226,273 QoQ

Shares Held

33,004

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.20%

of 13F equity value

Holder Rank

#726

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

CONSOLIDATED CAPITAL MANAGEMENT, LLC holds $26,496,566 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	33,004	$14,301,623
2	ASML	Asml Holding NV	5,403	$10,748,943
3	AMAT	Applied Materials Inc /De	2,000	$1,446,000

All Filings in LRCX

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,301,623	33,004	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$7,075,350	33,115	+86.8%	Shares	Sole	2026-04-15
2025-12-31	$3,033,823	17,723	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.