Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,361,522
+$1,128,270 QoQ
Shares Held
3,142
-28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,706
of 3,103 holders
Holding Since
Mar 2020
8 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, 2026Gilbert & Cook, Inc. holds $2,670,623 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.0% of the industry book) .
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,361,522 | 3,142 | Shares | Sole | 2026-07-28 | |
| 2023-03-31 | $233,252 | 440 | Shares | Sole | 2023-05-05 | |
| 2021-06-30 | $429,462 | 660 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $436,310 | 733 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $310,753 | 658 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $247,817 | 747 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $467,076 | 1,444 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $249,840 | 1,041 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||