Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,081,158
+$555,555 QoQ
Shares Held
2,495
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,834
of 3,103 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Jacobsen Capital Management holds $2,963,139 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (36.5% 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 | $1,081,158 | 2,495 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $525,603 | 2,460 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $466,979 | 2,728 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $375,455 | 2,804 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $262,136 | 2,693 | Shares | Sole | 2025-07-30 | |
| 2024-09-30 | $203,203 | 249 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $254,499 | 239 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $231,233 | 238 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||