Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,420,481
+$1,317,194 QoQ
Shares Held
16,009
+30.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 15%
Shared 85%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Vestmark Advisory Solutions, Inc. holds $49,864,030 across 11 Semiconductor Equipment & Materials names. LRCX ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
15,983 | $21,110,824 | |
| 2 | TER |
Teradyne, Inc
|
27,122 | $8,040,588 | |
| 3 | AMAT |
Applied Materials Inc /De
|
16,945 | $5,791,630 | |
| 4 | Q |
Qnity Electronics, Inc.
|
43,303 | $4,996,299 | |
| 5 | LRCX |
Lam Research Corp
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|
16,009 | $3,420,481 | |
| 6 | NVMI |
Nova Ltd.
|
5,859 | $2,544,446 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
39,955 | $1,862,302 | |
| 8 | ONTO |
Onto Innovation Inc.
|
6,255 | $1,282,711 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,420,481 | 16,009 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,103,287 | 12,287 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $713,687 | 5,330 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $483,001 | 4,962 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||