Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$438,963
+$238,337 QoQ
Shares Held
1,013
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,383
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $2,108,902 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,585 | $1,145,955 | |
| 2 | LRCX |
Lam Research Corp
This page
|
1,013 | $438,963 | |
| 3 | ASML |
Asml Holding NV
|
132 | $262,606 | |
| 4 | KLAC |
Kla Corp
|
522 | $157,492 | |
| 5 | TER |
Teradyne, Inc
|
62 | $29,998 | |
| 6 | NVMI |
Nova Ltd.
|
38 | $20,631 | |
| 7 | Q |
Qnity Electronics, Inc.
|
108 | $17,637 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
79 | $11,264 |
All Filings in LRCX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,963 | 1,013 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $200,626 | 939 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $130,781 | 764 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $68,958 | 515 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,353 | 55 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,035 | 28 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,083 | 15 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||