Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,940,646
+$3,248,388 QoQ
Shares Held
16,017
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.90%
of 13F equity value
Holder Rank
#992
of 3,114 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $20,385,168 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
12,645 | $9,142,335 | |
| 2 | LRCX |
Lam Research Corp
This page
|
16,017 | $6,940,646 | |
| 3 | KLAC |
Kla Corp
|
12,502 | $3,771,978 | |
| 4 | ASML |
Asml Holding NV
|
233 | $463,539 | |
| 5 | Q |
Qnity Electronics, Inc.
|
147 | $24,006 | |
| 6 | NVMI |
Nova Ltd.
|
31 | $16,831 | |
| 7 | TER |
Teradyne, Inc
|
27 | $13,063 | |
| 8 | ENTG |
Entegris Inc
|
71 | $12,770 |
All Filings in LRCX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,940,646 | 16,017 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,692,258 | 17,281 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,922,898 | 17,075 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,283,664 | 17,055 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,703,644 | 17,502 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,195,042 | 16,438 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,284,104 | 17,778 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,056,823 | 1,295 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,302,311 | 1,223 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,078,442 | 1,110 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $689,268 | 880 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $448,140 | 715 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $471,859 | 734 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $283,614 | 535 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $212,251 | 505 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $228,018 | 623 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $252,706 | 593 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $231,709 | 431 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $303,481 | 422 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $27,319 | 48 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $244,663 | 376 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $255,953 | 430 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,833 | 6 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||