Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,960,814
+$1,192,068 QoQ
Shares Held
4,525
+25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,500
of 3,103 holders
Holding Since
Jun 2020
14 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, 2026Advisor OS, LLC holds $9,217,217 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
2,922 | $2,112,606 | |
| 2 | LRCX |
Lam Research Corp
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|
4,525 | $1,960,814 | |
| 3 | ASML |
Asml Holding NV
|
974 | $1,937,711 | |
| 4 | TER |
Teradyne, Inc
|
2,545 | $1,231,370 | |
| 5 | KLAC |
Kla Corp
|
3,885 | $1,172,140 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,099 | $342,785 | |
| 7 | ENTG |
Entegris Inc
|
1,349 | $242,629 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
1,523 | $217,162 |
All Filings in LRCX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,960,814 | 4,525 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $768,746 | 3,598 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $660,752 | 3,860 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $536,268 | 4,005 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $289,388 | 2,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $494,285 | 6,799 | Shares | Sole | 2025-05-06 | |
| 2024-06-30 | $254,498 | 239 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $231,231 | 238 | Shares | Sole | 2024-05-09 | |
| 2021-12-31 | $375,395 | 522 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $257,824 | 453 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $327,302 | 503 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $285,119 | 479 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $280,056 | 593 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $366,156 | 1,132 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||