Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,492,821
+$1,486,008 QoQ
Shares Held
3,445
+4821.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,638
of 3,103 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Bellwether Advisors, LLC holds $1,492,821 across 1 Semiconductor Equipment & Materials name. LRCX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,445 | $1,492,821 |
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,821 | 3,445 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $6,813 | 70 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,089 | 70 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,056 | 70 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $822,947 | 1,958 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||