Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,026,262
+$4,861,603 QoQ
Shares Held
20,830
+6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#869
of 3,103 holders
Holding Since
Jun 2021
20 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, 2026CreativeOne Wealth, LLC holds $29,243,714 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.9% of the industry book) .
All Filings in LRCX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,026,262 | 20,830 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $4,164,659 | 19,492 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,761,166 | 21,972 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $2,719,508 | 20,310 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,842,937 | 18,933 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $974,470 | 13,404 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $984,422 | 13,629 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,467,363 | 1,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,412,662 | 1,454 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,091,081 | 1,393 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $876,224 | 1,398 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $684 | 1,414 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $781,396 | 1,474 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $637,595 | 1,517 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $503,982 | 1,377 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $542,915 | 1,274 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $977,912 | 1,819 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,245,567 | 1,732 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $791,687 | 1,391 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,290,338 | 1,983 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||