Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,672,653
+$832,542 QoQ
Shares Held
3,860
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,577
of 3,103 holders
Holding Since
Dec 2020
22 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, 2026SOA Wealth Advisors, LLC. holds $50,163,725 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (3.3% of the industry book) .
All Filings in LRCX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,672,653 | 3,860 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $840,111 | 3,932 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $748,056 | 4,370 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $584,741 | 4,367 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $411,066 | 4,223 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $334,710 | 4,604 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,170,078 | 30,044 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $3,236,079 | 3,039 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,856,415 | 2,940 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,382,676 | 3,042 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,988,741 | 3,173 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,068,080 | 3,217 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $1,729,781 | 3,263 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,382,366 | 3,289 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $1,198,650 | 3,275 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $3,419,427 | 8,024 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,146,585 | 7,713 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $502,685 | 699 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $467,841 | 822 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $530,971 | 816 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $456,549 | 767 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $391,039 | 828 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||