Position in LRCX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$26,804,060
+$16,564,405 QoQ
Shares Held
61,856
+29.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
3.52%
of 13F equity value
Holder Rank
#543
of 3,103 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026STRATEGIC PLANNING GROUP, LLC holds $46,441,821 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
61,856 | $26,804,060 | |
| 2 | ASML |
Asml Holding NV
|
9,871 | $19,637,761 |
All Filings in LRCX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,804,060 | 61,856 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,239,655 | 47,925 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||