Williams Jones Wealth Management, LLC.
Position in LRCX — Lam Research Corp
CIK 1788587
New York, NY
Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$118,852,885
+$60,295,303 QoQ
Shares Held
274,278
+0.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#272
of 3,103 holders
Holding Since
Jun 2021
18 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, 2026Williams Jones Wealth Management, LLC. holds $157,039,379 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (75.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
274,278 | $118,852,885 | |
| 2 | AMAT |
Applied Materials Inc /De
|
25,731 | $18,603,513 | |
| 3 | KLAC |
Kla Corp
|
53,180 | $16,044,937 | |
| 4 | ASML |
Asml Holding NV
|
1,146 | $2,279,898 | |
| 5 | IPGP |
Ipg Photonics Corp
|
5,800 | $680,456 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,810 | $295,591 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
2,109 | $282,099 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,852,885 | 274,278 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $58,557,582 | 274,069 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $48,091,309 | 280,940 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,468,899 | 294,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,692,327 | 294,764 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,357,079 | 293,770 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,219,007 | 293,770 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,975,614 | 29,379 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $31,290,617 | 29,385 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $28,695,319 | 29,535 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,207,210 | 29,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,536,722 | 29,575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $18,888,512 | 29,382 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,569,094 | 29,369 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,350,095 | 29,384 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,749,420 | 29,370 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,516,025 | 29,370 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $223,840 | 344 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||