Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,461,132
+$1,435,707 QoQ
Shares Held
10,295
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,158
of 3,103 holders
Holding Since
Sep 2021
12 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, 2026Americana Partners, LLC holds $37,868,693 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (11.8% of the industry book) .
All Filings in LRCX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,461,132 | 10,295 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,025,425 | 14,160 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,402,135 | 8,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $852,273 | 6,365 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $532,157 | 5,467 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $364,445 | 5,013 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $247,459 | 3,426 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $399,879 | 490 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $521,776 | 490 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $254,551 | 262 | Shares | Sole | 2024-05-07 | |
| 2021-12-31 | $268,962 | 374 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $296,527 | 521 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||