Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,010,143
+$14,312,899 QoQ
Shares Held
66,947
-2.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#524
of 3,103 holders
Holding Since
Jun 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, 2026Integrated Wealth Concepts LLC holds $108,910,098 across 27 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
44,064 | $31,858,272 | |
| 2 | LRCX |
Lam Research Corp
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|
66,947 | $29,010,143 | |
| 3 | ASML |
Asml Holding NV
|
6,692 | $13,313,331 | |
| 4 | ONTO |
Onto Innovation Inc.
|
31,090 | $11,766,010 | |
| 5 | KLAC |
Kla Corp
|
21,866 | $6,597,190 | |
| 6 | TER |
Teradyne, Inc
|
13,123 | $6,349,432 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
42,233 | $3,641,751 | |
| 8 | Q |
Qnity Electronics, Inc.
|
15,130 | $2,470,880 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,010,143 | 66,947 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,697,244 | 68,788 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,339,721 | 19,510 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,650,545 | 49,668 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,831,762 | 49,638 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,270,191 | 44,982 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,096,211 | 42,866 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $356,626 | 437 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,519,223 | 4,244 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,102,940 | 4,223 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,083,694 | 3,937 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,399,275 | 3,828 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,413,296 | 3,754 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $2,005,974 | 3,784 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $404,328 | 962 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $371,490 | 1,015 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $461,094 | 1,082 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $900,496 | 1,675 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,016,158 | 1,413 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $661,921 | 1,163 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $566,109 | 870 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $591,073 | 993 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $342,868 | 726 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $247,817 | 747 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $215,424 | 666 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||