Position in LRCX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$16,899
-$2,104,958 QoQ
Shares Held
39
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3,048
of 3,103 holders
Holding Since
Dec 2020
16 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, 2026GoalVest Advisory LLC holds $4,587,962 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (0.4% of the industry book) .
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,899 | 39 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,121,857 | 9,931 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,694,682 | 9,900 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,325,610 | 9,900 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $963,666 | 9,900 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $732,089 | 10,070 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $783,695 | 10,850 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $885,446 | 1,085 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,155,362 | 1,085 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,054,153 | 1,085 | Shares | Sole | 2024-04-15 | |
| 2023-06-30 | $0 | 0 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $76,867 | 145 | Shares | Sole | 2023-04-03 | |
| 2022-03-31 | $0 | 0 | Shares | Sole | 2022-05-03 | |
| 2021-06-30 | $65,070 | 100 | Shares | Sole | 2021-09-01 | |
| 2021-03-31 | $59,524 | 100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $47,227 | 100 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||