Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$676,861
+$343,125 QoQ
Shares Held
1,562
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,087
of 3,103 holders
Holding Since
Mar 2020
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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $12,631,592 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (5.4% 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 | $676,861 | 1,562 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $333,736 | 1,562 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $302,988 | 1,770 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $264,452 | 1,975 | Shares | Sole | 2025-10-31 | |
| 2024-06-30 | $58 | 54,310 | Shares | Sole | 2024-08-07 | |
| 2021-09-30 | $113,260 | 199 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $472 | 1 | Shares | Sole | 2021-02-09 | |
| 2020-03-31 | $960 | 4 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||