Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,480,255
+$823,892 QoQ
Shares Held
3,416
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,645
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Rothschild Wealth LLC holds $5,217,263 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,416 | $1,480,255 | |
| 2 | TER |
Teradyne, Inc
|
2,382 | $1,152,506 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,311 | $947,853 | |
| 4 | PLAB |
Photronics Inc
|
15,624 | $508,248 | |
| 5 | KLAC |
Kla Corp
|
1,393 | $420,282 | |
| 6 | ASML |
Asml Holding NV
|
199 | $395,898 | |
| 7 | ONTO |
Onto Innovation Inc.
|
825 | $312,221 |
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,255 | 3,416 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $656,363 | 3,072 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $449,176 | 2,624 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $201,519 | 1,505 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||