Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$597,562
+$321,300 QoQ
Shares Held
1,379
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,183
of 3,114 holders
Holding Since
Mar 2024
6 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, 2026Beacon Financial Advisory LLC holds $3,780,366 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.8% of the industry book) .
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,562 | 1,379 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $276,262 | 1,293 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $217,056 | 1,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $233,253 | 1,742 | Shares | Sole | 2025-10-29 | |
| 2024-06-30 | $228,942 | 215 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $219,574 | 226 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||