Position in LRCX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,786,870
+$1,355,420 QoQ
Shares Held
8,739
-23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#1,222
of 3,103 holders
Holding Since
Mar 2020
10 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, 2026Carolina Wealth Advisors, LLC holds $3,971,383 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (95.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
8,739 | $3,786,870 | |
| 2 | TER |
Teradyne, Inc
|
114 | $55,157 | |
| 3 | KLAC |
Kla Corp
|
100 | $30,171 | |
| 4 | FORM |
Formfactor Inc
|
169 | $27,028 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
200 | $26,752 | |
| 6 | AMAT |
Applied Materials Inc /De
|
25 | $18,075 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
57 | $10,798 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
75 | $10,694 |
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,786,870 | 8,739 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,431,450 | 11,380 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $393,029 | 2,296 | Shares | Sole | 2026-01-21 | |
| 2021-09-30 | $28,457 | 50 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $644,193 | 990 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $603,573 | 1,014 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $982,793 | 2,081 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $704,305 | 2,123 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $636,245 | 1,967 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $433,920 | 1,808 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||