Position in LRCX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,457,288
+$632,988 QoQ
Shares Held
3,363
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,656
of 3,103 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Falcon Wealth Planning holds $5,708,213 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.5% of the industry book) .
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,457,288 | 3,363 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $824,300 | 3,858 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $661,439 | 3,864 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $523,281 | 3,908 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $427,225 | 4,389 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $406,756 | 5,595 | Shares | Sole | 2025-04-24 | |
| 2024-09-30 | $443,131 | 543 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $671,920 | 631 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||