Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,948,251
+$882,088 QoQ
Shares Held
4,496
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#1,504
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $3,832,404 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,496 | $1,948,251 | |
| 2 | KLAC |
Kla Corp
|
4,564 | $1,377,004 | |
| 3 | AMAT |
Applied Materials Inc /De
|
654 | $472,842 | |
| 4 | IPGP |
Ipg Photonics Corp
|
220 | $25,810 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
33 | $2,845 | |
| 6 | Q |
Qnity Electronics, Inc.
|
12 | $1,959 | |
| 7 | ONTO |
Onto Innovation Inc.
|
4 | $1,513 | |
| 8 | FORM |
Formfactor Inc
|
7 | $1,119 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,948,251 | 4,496 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $1,066,163 | 4,990 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $854,188 | 4,990 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $668,161 | 4,990 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $485,726 | 4,990 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $362,773 | 4,990 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $360,427 | 4,990 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $407,223 | 499 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $531,360 | 499 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $484,813 | 499 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $390,846 | 499 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $312,758 | 499 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $320,787 | 499 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $264,529 | 499 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $209,729 | 499 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $182,634 | 499 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $212,648 | 499 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $268,267 | 499 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $358,855 | 499 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $284,005 | 499 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $324,699 | 499 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $297,024 | 499 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $235,662 | 499 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $165,543 | 499 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $161,406 | 499 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $119,760 | 499 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||