Position in LRCX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,188,442
+$1,868,024 QoQ
Shares Held
7,358
+19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,289
of 3,103 holders
Holding Since
Sep 2024
8 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, 2026West Branch Capital LLC holds $7,980,615 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (40.0% of the industry book) .
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,188,442 | 7,358 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,320,418 | 6,180 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $46,560 | 272 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,339 | 10 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $973 | 10 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $727 | 10 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $722 | 10 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $56,309 | 69 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||