Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,926,585
+$976,653 QoQ
Shares Held
4,446
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,507
of 3,103 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $43,105,638 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (4.5% of the industry book) .
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,926,585 | 4,446 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $949,932 | 4,446 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $761,066 | 4,446 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $692,263 | 5,170 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $503,247 | 5,170 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $375,859 | 5,170 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $404,488 | 5,600 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $457,004 | 560 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $612,288 | 575 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $516,875 | 532 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $399,462 | 510 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $319,652 | 510 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $374,787 | 583 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $309,059 | 583 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $338,761 | 806 | Shares | Sole | 2023-01-24 | |
| 2022-06-30 | $226,285 | 531 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $284,395 | 529 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $378,272 | 526 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $291,404 | 512 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $333,158 | 512 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $303,572 | 510 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||