Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,136,191
+$586,444 QoQ
Shares Held
2,622
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,807
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026CM WEALTH ADVISORS LLC holds $5,312,456 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.4% of the industry book) .
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,191 | 2,622 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $549,747 | 2,573 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $413,913 | 2,418 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $227,630 | 1,700 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||