Position in LRCX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$85,019,303
+$32,530,984 QoQ
Shares Held
196,200
-20.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#325
of 3,103 holders
Holding Since
Mar 2020
25 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, 2026AE Wealth Management LLC holds $291,770,930 across 14 Semiconductor Equipment & Materials names. LRCX ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
236,947 | $171,312,681 | |
| 2 | LRCX |
Lam Research Corp
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|
196,200 | $85,019,303 | |
| 3 | KLAC |
Kla Corp
|
42,234 | $12,742,389 | |
| 4 | ENTG |
Entegris Inc
|
63,329 | $11,390,327 | |
| 5 | ASML |
Asml Holding NV
|
2,858 | $5,685,804 | |
| 6 | TER |
Teradyne, Inc
|
3,442 | $1,665,359 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
6,300 | $898,305 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,672 | $762,978 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,019,303 | 196,200 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $52,488,319 | 245,663 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $34,185,643 | 199,706 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,493,964 | 55,967 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $4,301,438 | 44,190 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $2,695,120 | 37,072 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,806,965 | 25,017 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,019,054 | 957 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $758,791 | 781 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,612,617 | 5,889 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,655,949 | 5,833 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,366,657 | 5,237 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,262,164 | 8,040 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $5,336,969 | 12,698 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,041,650 | 13,775 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,187,097 | 12,172 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,128,754 | 11,400 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $6,634,158 | 9,225 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,189,509 | 9,118 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,916,038 | 7,555 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,135,721 | 3,588 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,960,392 | 4,151 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,950,026 | 5,878 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,569,427 | 4,852 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,079,760 | 4,499 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||