Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,359,733
+$2,421,196 QoQ
Shares Held
10,061
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,164
of 3,103 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Naviter Wealth, LLC holds $27,635,240 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.8% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,359,733 | 10,061 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,938,537 | 9,073 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,394,089 | 8,144 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,102,800 | 8,236 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $797,214 | 8,190 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $596,140 | 8,200 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $584,918 | 8,098 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||