Steward Partners Investment Advisory, LLC
Position in LRCX — Lam Research Corp
CIK 1723397
STAMFORD, CT
Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,950,490
+$57,215,429 QoQ
Shares Held
172,964
+108.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#341
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $215,434,151 across 22 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
109,577 | $79,224,171 | |
| 2 | LRCX |
Lam Research Corp
This page
|
172,964 | $74,950,490 | |
| 3 | ASML |
Asml Holding NV
|
13,731 | $27,316,999 | |
| 4 | KLAC |
Kla Corp
|
80,946 | $24,422,217 | |
| 5 | ONTO |
Onto Innovation Inc.
|
6,254 | $2,366,826 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
8,175 | $1,548,753 | |
| 7 | TER |
Teradyne, Inc
|
2,833 | $1,370,718 | |
| 8 | Q |
Qnity Electronics, Inc.
|
8,036 | $1,312,359 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,950,490 | 172,964 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,735,061 | 83,006 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,926,006 | 81,353 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $11,684,917 | 87,266 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,903,981 | 91,473 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,917,936 | 67,647 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,556,123 | 63,078 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,062,747 | 3,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,735,493 | 3,508 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,843,785 | 2,927 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,924,469 | 2,457 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,192,766 | 5,094 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,518,082 | 3,917 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,250,022 | 2,358 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,160,868 | 2,762 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,224,270 | 3,345 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,523,486 | 3,575 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,851,528 | 3,444 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,204,313 | 18,361 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,381,865 | 18,241 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,579,206 | 17,795 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,426,211 | 10,796 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,850,685 | 10,271 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,138,686 | 9,461 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,908,552 | 8,992 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $449,280 | 1,872 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||