Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$156,237,131
+$80,109,646 QoQ
Shares Held
360,550
+1.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
2.13%
of 13F equity value
Holder Rank
#243
of 3,103 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $458,876,237 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
583,113 | $175,931,023 | |
| 2 | LRCX |
Lam Research Corp
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|
360,550 | $156,237,131 | |
| 3 | AMAT |
Applied Materials Inc /De
|
123,853 | $89,545,719 | |
| 4 | ASML |
Asml Holding NV
|
17,549 | $34,912,680 | |
| 5 | TER |
Teradyne, Inc
|
1,206 | $583,511 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,481 | $560,484 | |
| 7 | FORM |
Formfactor Inc
|
2,840 | $454,201 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,271 | $370,877 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,237,131 | 360,550 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $76,127,485 | 356,302 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $77,523,827 | 452,879 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $58,916,133 | 440,001 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,900,366 | 440,727 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $31,205,384 | 429,235 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $30,508,218 | 422,376 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $33,998,708 | 41,661 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $40,662,362 | 38,186 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $36,940,062 | 38,021 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $26,442,074 | 33,759 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $16,930,311 | 27,012 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,352,202 | 20,770 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,779,460 | 20,334 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $8,084,470 | 19,235 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $7,507,910 | 17,618 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $9,161,412 | 17,041 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $11,972,409 | 16,648 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $9,159,900 | 16,094 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,239,940 | 14,200 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,726,205 | 7,940 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||