Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,701,266
+$5,206,857 QoQ
Shares Held
20,080
+22.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#890
of 3,103 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Meridian Wealth Management, LLC holds $40,882,312 across 8 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
6,244 | $12,422,062 | |
| 2 | KLAC |
Kla Corp
|
30,990 | $9,349,992 | |
| 3 | LRCX |
Lam Research Corp
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|
20,080 | $8,701,266 | |
| 4 | AMAT |
Applied Materials Inc /De
|
11,645 | $8,419,335 | |
| 5 | TER |
Teradyne, Inc
|
2,077 | $1,004,935 | |
| 6 | AEHR |
Aehr Test Systems
|
5,149 | $494,612 | |
| 7 | ONTO |
Onto Innovation Inc.
|
766 | $289,892 | |
| 8 | Q |
Qnity Electronics, Inc.
|
1,226 | $200,218 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,701,266 | 20,080 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,494,409 | 16,355 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,749,321 | 16,061 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,661,699 | 12,410 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,057,015 | 10,859 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $707,516 | 9,732 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $693,552 | 9,602 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $777,724 | 953 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $881,213 | 907 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $697,101 | 890 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,015,367 | 1,620 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $538,716 | 838 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $460,144 | 868 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $377,429 | 898 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $301,218 | 823 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $424,019 | 995 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $520,406 | 968 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $532,171 | 740 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $311,894 | 548 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $547,238 | 841 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $310,120 | 521 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||